How big is Wilson Creek Winery's plan?

Wilson Creek Winery's plan reported $2.7M in assets and 154 participants for 2024.

Original filing (PDF)20251007170254NAL0008337680001

Wilson Creek Winery

Name: Wilson Creek Winery — Wilson Creek Winery 401(k), Form 5500 (2024)
Creator: Wilson Creek Winery
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Wilson Creek Winery 401(k) Profit Sharing Plan and Trust

401(k) retirement plan · Wilson Creek Winery's Wilson Creek Winery 401(k) Profit Sharing Plan and Trust held $2.7M in plan assets for 154 participants in 2024.

Signals · 1

No auditor on file

Active participants

154

Accounts w/ balance

Plan assets (EOY)

$2.7M

Net assets (EOY)

$2.7M

Plan identifiers

Wilson Creek Winery's EIN is 90-0210427.

EIN 90-0210427

Plan number 002

Plan year 2024

ACK ID 20251007170254NAL0008337680001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Wilson Creek Winery from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Wilson Creek Winery'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 WILSON CREEK WINERY.

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Plan health score

Average plan with room to improve

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No independent qualified public accountant (IQPA) named.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (5th percentile).

Helping the score