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WINE & ROSES LLC — WINE & ROSES LLC 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250428151808NAL0018990576001
WINE & ROSES LLC
Form 5500-SF
FILING_RECEIVED
WINE & ROSES LLC 401(K) PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Active participants
110
Accounts w/ balance
61
Plan assets (EOY)
$1.3M
Net assets (EOY)
$1.3M
Plan health score (directional)
83
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
90
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
WINE & ROSES LLC
.
Find decision makers
Plan sponsor
Name
WINE & ROSES LLC
EIN
68-0434694
Address
2505 W TURNER RD · LODI, CA · 952424643
Phone
(209) 371-6189
Industry
Other Services (ex. Public Admin)
see 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
2025-04-28
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Other Services (ex. Public Admin) plans
ONMOBILE USA LLC
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MCSHARRY ENTERPRISES LLC 401(K) PROFIT SHARING PLAN & TRUST
$1.3M · 14 participants
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COMPOUND ADVISORS LLC 401(K) PROFIT SHARING PLAN & TRUST
$1.3M · 5 participants
FIVE STAR ORTHODONTIC LABORATO
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$1.3M · 33 participants
SIDEWINDERS, LLC
80
Knocking points off
No IQPA named; plan is in the 80-120 transition zone — may be filing as small.
55% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
RETIREMENT INCOME SECURITY PLAN-SIDEWINDERS, LLC
$1.3M · 24 participants
ORANGE TEAM, LLC
ORANGE TEAM, LLC 401(K) PLAN
$1.3M · 20 participants
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