· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
RAMEY WINE CELLARS, INC. — RAMEY WINE CELLARS, INC. 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250427173925NAL0011535217001
RAMEY WINE CELLARS, INC.
Form 5500-SF
FILING_RECEIVED
RAMEY WINE CELLARS, INC. 401(K) PLAN
401(k) retirement plan
Active participants
18
Accounts w/ balance
22
Plan assets (EOY)
$4.7M
Net assets (EOY)
$4.7M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
RAMEY WINE CELLARS, INC.
.
Find decision makers
Plan sponsor
Name
RAMEY WINE CELLARS, INC.
EIN
68-0481267
Address
P. O. BOX 788 · HEALDSBURG, CA · 95448
Phone
(707) 433-0870
Industry
Manufacturing
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
2025-04-27
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 Manufacturing plans
OAKVILLE WINERY ACQUISITION GROUP DBA NAPA WINE COMPANY
NAPA WINE COMPANY 401(K) RETIREMENT PLAN
$4.6M · 53 participants
VINEBURG LLC
VINEBURG LLC 401(K) PROFIT SHARING PLAN
$4.8M · 75 participants
MELKA ESTATES, LLC
MELKA ESTATES, LLC DEFINED BENEFIT PENSION PLAN
$4.4M · 4 participants
DIRT FARMER & COMPANY, A CALIFORNIA CORPORATION
DIRT FARMER & COMPANY, A CALIFORNIA CORPORATION 401(K) PROFIT SHARING PLAN
$5.1M · 23 participants
WILLAMETTE VALLEY VINEYARDS INC.
100
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.
WILLAMETTE VALLEY VINEYARDS INC. 401(K) PROFIT SHARING PLAN AND TRUST
$4.3M · 198 participants
AUBERT WINEGROWING INCORPORATED DBA AUBERT WINES
AUBERT WINES 401(K) PROFIT SHARING PLAN
$5.1M · 7 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B
