· 2022–2024 · DOL EFAST2

Middle Oak Wines LLC — Wonderful Women in Wine, Form 5500 (2024)

Original filing (PDF)20250612110330NAL0016468577001

Middle Oak Wines LLC

Form 5500-SF

FILING_RECEIVED

Wonderful Women in Wine 401(k) Plan

401(k) retirement plan · Middle Oak Wines LLC's Wonderful Women in Wine 401(k) Plan held $193K in plan assets for 1 participants in 2024.

Signals · 1

High average account balance

Active participants

1

Accounts w/ balance

1

Plan assets (EOY)

$193K

Net assets (EOY)

$193K

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

87

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (96th percentile).

Decision-maker contacts

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

Plan sponsor

Name

MIDDLE OAK WINES LLC

EIN

82-2706925all filings

Address

2408 DRY STONE COURT · FRIENDSWOOD, TX · 77546

Phone

(832) 453-8415

Industry

Admin Support & Waste Mgmt

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

2025-06-12

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

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