Original filing (PDF)20250324145156NAL0009283267001

SAN DIEGO WINE COMPANY

Name: SAN DIEGO WINE COMPANY — SAN DIEGO WINE COMPANY 401K SAVINGS PLAN, Form 5500 (2024)
Creator: SAN DIEGO WINE COMPANY

Form 5500-SF

FILING_RECEIVED

SAN DIEGO WINE COMPANY 401K SAVINGS PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

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 SAN DIEGO WINE COMPANY.

Plan sponsor

Name

SAN DIEGO WINE COMPANY

EIN

90-0921773

Address

7080 MIRAMAR ROAD SUITE 100 · SAN DIEGO, CA · 92121

Phone

(858) 586-9463

Industry

Retail Tradesee 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

2025-03-24

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2H · Partial participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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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