How big is Monterey Wine Company, LLC's plan?

Monterey Wine Company, LLC's plan reported $2.0M in assets and 20 participants for 2025.

Original filing (PDF)20260521131025NAL0002626451001

Monterey Wine Company, LLC

Name: Monterey Wine Company, LLC — Monterey Wine Co., Form 5500 (2025)
Creator: Monterey Wine Company, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Monterey Wine Co. 401(k) Plan

401(k) retirement plan · Monterey Wine Company, LLC's Monterey Wine Co. 401(k) Plan held $2.0M in plan assets for 20 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

Plan identifiers

Monterey Wine Company, LLC's EIN is 71-0865733.

EIN 71-0865733

Plan number 001

Plan year 2025

ACK ID 20260521131025NAL0002626451001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Monterey Wine Company, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Monterey Wine Company, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MONTEREY WINE COMPANY, LLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score