How big is Boutique Wines Spirits and Cider LLC's plan?

Boutique Wines Spirits and Cider LLC's plan reported $149K in assets and 2 participants for 2024.

Original filing (PDF)20251009154750NAL0011792832001

Boutique Wines Spirits and Cider LLC

Name: Boutique Wines Spirits and Cider LLC — Boutique, Form 5500 (2024)
Creator: Boutique Wines Spirits and Cider LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Boutique Wines Spirits and Cider LLC 401(k) Plan

401(k) retirement plan · Boutique Wines Spirits and Cider LLC's Boutique Wines Spirits and Cider LLC 401(k) Plan held $149K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$149K

Net assets (EOY)

$149K

People on this filing

Richard Tatum signed Boutique Wines Spirits and Cider LLC's 2024 Form 5500 as plan administrator.

Richard Tatum — 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

Boutique Wines Spirits and Cider LLC's EIN is 81-3210851.

EIN 81-3210851

Plan number 001

Plan year 2024

ACK ID 20251009154750NAL0011792832001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Boutique Wines Spirits and Cider LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Boutique Wines Spirits and Cider LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BOUTIQUE WINES SPIRITS AND CIDER 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

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 (96th percentile).

Plan sponsor

Name

BOUTIQUE WINES SPIRITS AND CIDER LLC

EIN

all filings

Address

18 WESTAGE DRIVE · FISHKILL, NY · 12524

Phone

(845) 765-1555

Industry

Retail Trade

Plan administrator