Original filing (PDF)20250904220223NAL0016529329015

PHOENIX WINE COMPANY, LLC

Name: PHOENIX WINE COMPANY, LLC — PHOENIX WINE COMPANY 401(K) PLAN, Form 5500 (2024)
Creator: PHOENIX WINE COMPANY, LLC

Form 5500-SF

FILING_RECEIVED

PHOENIX WINE COMPANY 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PHOENIX WINE COMPANY, LLC.

Plan sponsor

Name

PHOENIX WINE COMPANY, LLC

EIN

81-2864521

Address

2191 LAGUNA ROAD · SANTA ROSA, CA · 95401

Phone

(707) 824-2005

Industry

Manufacturingsee all

Plan administrator

Name

GUIDELINE RK, LLC

EIN

30-1418950

City

BURLINGAME, CA

Phone

(888) 228-3491

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2025-01-01

Tax period

2025-02-20

Filed

2025-09-04

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2S · Automatic enrollment

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

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

Service providers (Schedule C)

Small plans don't disclose service providers

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