How big is Clendenen-Lindquist Vintners, Inc.'s plan?

Clendenen-Lindquist Vintners, Inc.'s plan reported $2.6M in assets and 20 participants for 2024.

Original filing (PDF)20250927195016NAL0004501155001

Clendenen-Lindquist Vintners, Inc.

Name: Clendenen-Lindquist Vintners, Inc. — CLV Retirement, Form 5500 (2024)
Creator: Clendenen-Lindquist Vintners, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

CLV Retirement Savings Plan

401(k) retirement plan · Clendenen-Lindquist Vintners, Inc.'s CLV Retirement Savings Plan held $2.6M in plan assets for 20 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.6M

Net assets (EOY)

$2.6M

Plan identifiers

Clendenen-Lindquist Vintners, Inc.'s EIN is 77-0415365.

EIN 77-0415365

Plan number 001

Plan year 2024

ACK ID 20250927195016NAL0004501155001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Clendenen-Lindquist Vintners, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Clendenen-Lindquist Vintners, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (93rd percentile).

Plan sponsor

Name

CLENDENEN-LINDQUIST VINTNERS, INC.

EIN

all filings

Address

P.O. BOX 998 · SANTA MARIA, CA · 93456

Phone

(805) 937-9801

Industry

Manufacturing

Plan administrator