How big is The Wine Club's plan?

The Wine Club's plan reported $140K in assets and 6 participants for 2024.

Original filing (PDF)20250604190224NAL0019554656001

The Wine Club

Name: The Wine Club — The Wine Club 401(k) Plan, Form 5500 (2024)
Creator: The Wine Club
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Wine Club 401(k) Plan

401(k) retirement plan · The Wine Club's The Wine Club 401(k) Plan held $140K in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$140K

Net assets (EOY)

$140K

People on this filing

Leigh Comfort signed The Wine Club's 2024 Form 5500 as plan administrator.

Leigh Comfort — 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

The Wine Club's EIN is 84-3756997.

EIN 84-3756997

Plan number 001

Plan year 2024

ACK ID 20250604190224NAL0019554656001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for The Wine Club from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

The Wine Club'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 THE WINE CLUB.

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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.

Plan sponsor

Name

THE WINE CLUB

EIN

all filings

Address

1555 BURKE AVE UNIT N · SAN FRANCISCO, CA · 94124

Phone

(650) 269-6298

Industry

Retail 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

2025-06-04

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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