Original filing (PDF)20250725105211NAL0016869042001

DRAGONFLY FAMILY VINEYARD, LLC DBA DRAGONFLY FARM & WINERY

Name: DRAGONFLY FAMILY VINEYARD, LLC DBA DRAGONFLY FARM & WINERY — DRAGONFLY FAMILY VINEYARD 401(K) PLAN, Form 5500 (2024)
Creator: DRAGONFLY FAMILY VINEYARD, LLC DBA DRAGONFLY FARM & WINERY

Form 5500-SF

FILING_RECEIVED

DRAGONFLY FAMILY VINEYARD 401(K) PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$374K

Net assets (EOY)

$374K

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DRAGONFLY FAMILY VINEYARD, LLC DBA DRAGONFLY FARM & WINERY.

Plan sponsor

Name

DRAGONFLY FAMILY VINEYARD, LLC DBA DRAGONFLY FARM & WINERY

EIN

85-1511926

Address

123 BARROWS POINT RD · NEWPORT, ME · 04953

Phone

(207) 659-5280

Industry

Manufacturingsee all

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

2025-07-25

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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