How big is AG Vintners Consulting's plan?

AG Vintners Consulting's plan reported $252K in assets and 20 participants for 2024.

Original filing (PDF)20250702112418NAL0031492418001

AG Vintners Consulting

Name: AG Vintners Consulting — AG Vintners Consulting, Form 5500 (2024)
Creator: AG Vintners Consulting
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

AG Vintners Consulting 401(k) P/S Plan

401(k) retirement plan · AG Vintners Consulting's AG Vintners Consulting 401(k) P/S Plan held $252K in plan assets for 20 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$252K

Net assets (EOY)

$252K

People on this filing

Shelly Denigris signed AG Vintners Consulting's 2024 Form 5500 as plan administrator.

Shelly Denigris — 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

AG Vintners Consulting's EIN is 90-0713403.

EIN 90-0713403

Plan number 002

Plan year 2024

ACK ID 20250702112418NAL0031492418001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for AG Vintners Consulting from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

AG Vintners Consulting's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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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