Back to filter
Original filing (PDF)20250603134417NAL0028659346001
MONTEREY WINE COMPANY, LLC
Form 5500-SF
FILING_RECEIVED
MONTEREY WINE CO. 401(K) PLAN
401(k) retirement plan
Active participants
16
Accounts w/ balance
21
Plan assets (EOY)
$1.7M
Net assets (EOY)
$1.7M
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
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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MONTEREY WINE COMPANY, LLC.
Plan sponsor
Name
MONTEREY WINE COMPANY, LLC
EIN
71-0865733
Address
1010 INDUSTRIAL WAY · KING CITY, CA · 93930
Phone
(831) 386-1100
Industry
Agriculture, Forestry, Fishing, Huntingsee 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
2025-06-03
Pension benefit codes
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)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Agriculture, Forestry, Fishing, Hunting plans
FIEBIGER FARMS
FIEBIGER FARMS CASH BALANCE PENSION PLAN
$1.7M · 2 participants
RJU FARM, INC
RJU FARM, INC SINGLE K PLAN
$1.7M · 2 participants
TATER FARMS LLC
TATER FARMS LLC 401(K) PROFIT SHARING PLAN & TRUST
$1.7M · 78 participants
STRAFUSS FARMS 401(K) PLAN
STRAFUSS FARMS 401(K) PLAN
$1.7M · 3 participants
FORRESTER SEED, INC.
FORRESTER SEED, INC. 401(K) PROFIT SHARING PLAN
$1.7M · 11 participants
MELANCON SUGAR CANE FARMS, INC.
MELANCON SUGAR CANE 401K PLAN
$1.6M · 21 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