Original filing (PDF)20251119081408NAL0005765920001

LIVING ROOTS WINE & COMPANY LLC

Name: LIVING ROOTS WINE & COMPANY LLC — Form 5500 (2024)
Creator: LIVING ROOTS WINE & COMPANY LLC

Form 5500-SF

FILING_RECEIVED

401(k) retirement plan

Signals · 1

Late filing · 11.1 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score

/ 100

Grade B

Above-average plan

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 50% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LIVING ROOTS WINE & COMPANY LLC.

Plan sponsor

Name

LIVING ROOTS WINE & COMPANY LLC

EIN

81-1564100

Address

1255 UNIVERSITY AVE · STE 100 · ROCHESTER, NY · 14607

Phone

(585) 944-8132

Industry

Retail Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-01-31

Filed

2025-11-19

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)

Service providers (Schedule C)

Small plans don't disclose service providers

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