How big is Handcrafted Wines Oregon LLC's plan?

Handcrafted Wines Oregon LLC's plan reported $230K in assets and 31 participants for 2024.

Original filing (PDF)20250801051740NAL0009674176001

Handcrafted Wines Oregon LLC

Name: Handcrafted Wines Oregon LLC — Form 5500 (2024)
Creator: Handcrafted Wines Oregon LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

401(k) retirement plan · Handcrafted Wines Oregon LLC held $230K in plan assets for 31 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$230K

Net assets (EOY)

$230K

People on this filing

Donald Brain signed Handcrafted Wines Oregon LLC's 2024 Form 5500 as plan administrator.

Donald Brain — 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

Handcrafted Wines Oregon LLC's EIN is 81-3978631.

EIN 81-3978631

Plan number 001

Plan year 2024

ACK ID 20250801051740NAL0009674176001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Handcrafted Wines Oregon LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Handcrafted Wines Oregon 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 HANDCRAFTED WINES OREGON LLC.

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Plan health score

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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (10th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

HANDCRAFTED WINES OREGON LLC

EIN

all filings

Address

3315 NW 26TH AVE · PORTLAND, OR · 97219

Phone

(913) 829-4500

Industry

Wholesale Trade

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-08-01

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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