Original filing (PDF)20250714164803NAL0001801920003

LATITUDE WINES, LLC

Name: LATITUDE WINES, LLC — LATITUDE WINES, LLC 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: LATITUDE WINES, LLC

Form 5500-SF

FILING_RECEIVED

LATITUDE WINES, LLC 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LATITUDE WINES, LLC.

Plan sponsor

Name

LATITUDE WINES, LLC

EIN

68-0459703

Address

3000-F DANVILLE BOULEVARD · SUITE 521 · ALAMO, CA · 94507

Phone

(925) 362-9751

Industry

Wholesale Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-14

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

2S · Automatic enrollment

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Wholesale Trade plans

M J DISTRIBUTION INC

M J DISTRIBUTION INC 401(K) PROFIT SHARING PLAN & TRUST

$1.9M · 5 participants

BRAND CENTRAL, LLC

BRAND CENTRAL, LLC PROFIT SHARING 401K PLAN

$1.9M · 10 participants

RAWLS AUTO AUCTION, INC.

RAWLS AUTO AUCTION, INC EMPLOYEES 401(K) PLAN

$1.9M · 35 participants

HARDT HOLDINGS, LLC DBA FRONT RO

FRONT ROW 401(K) PLAN

$1.9M · 90 participants

IDLIFE LLC

IDLIFE LLC 401K PLAN

$2.0M · 45 participants