How big is Treana Winery, LLC's plan?

Treana Winery, LLC's plan reported $5.5M in assets and 89 participants for 2024.

Original filing (PDF)20250922113145NAL0007599794001

Treana Winery, LLC

Name: Treana Winery, LLC — Treana Winery, LLC Profit, Form 5500 (2024)
Creator: Treana Winery, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Treana Winery, LLC Profit Sharing 401(k) Plan

401(k) retirement plan · Treana Winery, LLC's Treana Winery, LLC Profit Sharing 401(k) Plan held $5.5M in plan assets for 89 participants in 2024.

Active participants

Accounts w/ balance

108

Plan assets (EOY)

$5.5M

Net assets (EOY)

$5.5M

People on this filing

Marianne Heinen signed Treana Winery, LLC's 2024 Form 5500 as plan administrator.

Marianne Heinen — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Treana Winery, LLC's EIN is 77-0447740.

EIN 77-0447740

Plan number 001

Plan year 2024

ACK ID 20250922113145NAL0007599794001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Treana Winery, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Treana Winery, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for TREANA WINERY, 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