How big is Williamson Wines, LLC's plan?

Williamson Wines, LLC's plan reported $2.0M in assets and 23 participants for 2024.

Original filing (PDF)20251010193928NAL0004884435001

Williamson Wines, LLC

Name: Williamson Wines, LLC — Williamson Wines, LLC 401(k), Form 5500 (2024)
Creator: Williamson Wines, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Williamson Wines, LLC 401(k) Plan

401(k) retirement plan · Williamson Wines, LLC's Williamson Wines, LLC 401(k) Plan held $2.0M in plan assets for 23 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

People on this filing

DAWN Williamson signed Williamson Wines, LLC's 2024 Form 5500 as plan administrator.

DAWN Williamson — 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

Williamson Wines, LLC's EIN is 88-2588643.

EIN 88-2588643

Plan number 001

Plan year 2024

ACK ID 20251010193928NAL0004884435001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Williamson Wines, 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 WILLIAMSON WINES, LLC.

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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.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (94th percentile).

Plan sponsor

Name

WILLIAMSON WINES, LLC

EIN

all filings

Address

824 HEALDSBURG AVENUE · HEALDSBURG, CA · 95448

Phone

(707) 433-1500

Industry

Manufacturing

Plan administrator