Back to filter
Original filing (PDF)20250521220131NAL0002507939022
PLANET WINE, INC
Form 5500-SF
FILING_RECEIVED
PLANET WINE 401(K) PLAN
401(k) retirement plan
Active participants
16
Accounts w/ balance
18
Plan assets (EOY)
$1.1M
Net assets (EOY)
$1.1M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PLANET WINE, INC.
Plan sponsor
Name
PLANET WINE, INC
EIN
90-0679638
Address
1009 FACTORY STREET · SUITE E · RICHMOND, CA · 94801
Phone
(510) 232-9463
Industry
Retail Tradesee all
Plan administrator
Name
GUIDELINE RK, LLC
EIN
30-1418950
City
BURLINGAME, CA
Phone
(888) 228-3491
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-05-21
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Retail Trade plans
SAN DIEGO WINE COMPANY
SAN DIEGO WINE COMPANY 401K SAVINGS PLAN
$1.1M · 5 participants
HERITAGE WINE & SPIRITS, INC., D
HERITAGE WINE & SPIRITS, INC., DBA HENRY STREET WAREHOUSE LIQUO
$1.1M · 7 participants
BUCA CORP
THE JARVIS GROUP 401(K) PLAN
$1.1M · 77 participants
STATELINE LIQUOR @ JANTZEN BEACH, INC.
STATELINE LIQUOR @ JANTZEN BEACH 401(K) PLAN
$1.1M · 5 participants
NATALYA, LLC
NATALYA, LLC CASH BALANCE PENSION PLAN
$1.1M · 11 participants
S & V LIQUOR INC
S & V LIQUOR INC 401(K) PROFIT SHARING PLAN & TRUST
$1.1M · 41 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B