Original filing (PDF)20250522132326NAL0004415536001

UNTI WINE COMPANY, LLC

Name: UNTI WINE COMPANY, LLC — UNTI WINE COMPANY, LLC 401K PROFIT SHARING PLAN, Form 5500 (2024)
Creator: UNTI WINE COMPANY, LLC

Form 5500-SF

FILING_RECEIVED

UNTI WINE COMPANY, LLC 401K PROFIT SHARING PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$993K

Net assets (EOY)

$993K

Plan health score

/ 100

Grade A

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for UNTI WINE COMPANY, LLC.

Plan sponsor

Name

UNTI WINE COMPANY, LLC

EIN

68-0408033

Address

4202 DRY CREEK ROAD · HEALDSBURG, CA · 954489193

Phone

(707) 433-5590

Industry

Manufacturingsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-05-22

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

3B · Covers self-employed individuals

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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