How big is Catamount Liquid Assets, LLC's plan?

Catamount Liquid Assets, LLC's plan reported $2.4M in assets and 29 participants for 2024.

Original filing (PDF)20251001111156NAL0017713539001

Catamount Liquid Assets, LLC

Name: Catamount Liquid Assets, LLC — Premium Wine Group, Form 5500 (2024)
Creator: Catamount Liquid Assets, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Premium Wine Group LLC 401(k) Profit Sharing Plan and Trust

401(k) retirement plan · Catamount Liquid Assets, LLC's Premium Wine Group LLC 401(k) Profit Sharing Plan and Trust held $2.4M in plan assets for 29 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.4M

Net assets (EOY)

$2.4M

People on this filing

Jeffrey K. HASS signed Catamount Liquid Assets, LLC's 2024 Form 5500 as plan administrator.

Jeffrey K. HASS — 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

Catamount Liquid Assets, LLC's EIN is 83-1418826.

EIN 83-1418826

Plan number 001

Plan year 2024

ACK ID 20251001111156NAL0017713539001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Catamount Liquid Assets, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Catamount Liquid Assets, 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 CATAMOUNT LIQUID ASSETS, 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