· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
SUN GRAPE MARKETING, INC. — SUN GRAPE MARKETING, INC. 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250512105517NAL0011316899001
SUN GRAPE MARKETING, INC.
Form 5500-SF
FILING_RECEIVED
SUN GRAPE MARKETING, INC. 401(K) PLAN
401(k) retirement plan
Active participants
25
Accounts w/ balance
8
Plan assets (EOY)
$1.2M
Net assets (EOY)
$1.2M
Plan health score (directional)
84
/ 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
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
SUN GRAPE MARKETING, INC.
.
Find decision makers
Plan sponsor
Name
SUN GRAPE MARKETING, INC.
EIN
68-0676485
Address
317 W. MAIN STREET · VISALIA, CA · 93291
Phone
(559) 697-6791
Industry
Agriculture, Forestry, Fishing, Hunting
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-04-01
Tax period
2025-03-31
Filed
2025-05-12
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Agriculture, Forestry, Fishing, Hunting plans
NAPA VALLEY VINEYARD ENGINEERING
NAPA VALLEY VINEYARD ENGINEERING 401K PROFIT SHARING PLAN
$1.2M · 3 participants
ASI COMPANIES, LLC
A. S. I. 401(K) PLAN
$1.2M · 14 participants
UNITED COOPERATIVES, INC.
THE RESTATED THRIFT/PROFIT SHARING PLAN FOR COOPERATIVES
$1.2M · 25 participants
BRANDT AG PRODUCTS, INC.
BRANDT AG PRODUCTS, INC. 401(K) PROFIT SHARING PLAN
$1.1M · 10 participants
FERGUSON AGRONOMICS PARTNERS, INC.
FERGUSON AGRONOMICS PARTNERS, INC. 401(K) PLAN
65
Knocking points off
Only 32% as many balances as active participants — suggests many active employees aren't deferring.
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.
$1.2M · 22 participants
F.W. COBS COMPANY, INC.
F.W. COBS COMPANY 401(K) PLAN
$1.2M · 8 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
