How big is Saddle Mountain Vineyards' plan?

Saddle Mountain Vineyards' plan reported $1.2M in assets and 32 participants for 2025.

Original filing (PDF)20260508155701NAL0003274131001

Saddle Mountain Vineyards

Name: Saddle Mountain Vineyards — Saddle Mountain, Form 5500 (2025)
Creator: Saddle Mountain Vineyards
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Saddle Mountain Vineyards 401(k) Profit Sharing Plan

401(k) retirement plan · Saddle Mountain Vineyards' Saddle Mountain Vineyards 401(k) Profit Sharing Plan held $1.2M in plan assets for 32 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

People on this filing

Mark Wheeler signed Saddle Mountain Vineyards' 2025 Form 5500 as plan administrator.

Mark Wheeler — 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

Saddle Mountain Vineyards' EIN is 91-2084936.

EIN 91-2084936

Plan number 001

Plan year 2025

ACK ID 20260508155701NAL0003274131001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Saddle Mountain Vineyards from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Saddle Mountain Vineyards' plan includes ERISA 404(c) participant direction, a 401(k) feature, profit-sharing, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SADDLE MOUNTAIN VINEYARDS.

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Plan health score

Above-average plan

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

Knocking points off