Original filing (PDF)20250729103051NAL0001244195001

FINE WINE TULLY LLC

Name: FINE WINE TULLY LLC — FINE WINE TULLY LLC 401(K) PLAN, Form 5500 (2024)
Creator: FINE WINE TULLY LLC

Form 5500-SF

FILING_RECEIVED

FINE WINE TULLY LLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2K

Net assets (EOY)

$2K

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.

Decision-maker contacts

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

Plan sponsor

Name

FINE WINE TULLY LLC

EIN

81-1407097

Address

8 CLINTON ST · TULLY, NY · 131599512

Phone

(315) 396-6216

Industry

Retail Tradesee all

Plan administrator

Name

SAVEDAY, INC

EIN

47-4977095

City

AUSTIN, TX

Phone

(650) 684-7283

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-29

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

3B · Covers self-employed individuals

2F · ERISA section 404(c)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Retail Trade plans

TANNADICE, LLC

TANNADICE 401(K) PLAN

MINERAL SPRING SPIRITS, INC.

MINERAL SPRING SPIRITS, INC. 401(K) PLAN

$2K · 2 participants

PLW - WARWICK, INC.

PLW - WARWICK, INC. 401(K) PLAN

$2K · 5 participants

BIRCHFIELD VENTURES LLC

BIRCHFIELD VENTURES LLC 401(K) PROFIT SHARING PLAN & TRUST

$2K · 1 participants

Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.