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BRASSFIELD ESTATE WINERY, LLC — BRASSFIELD ESTATE WINERY 401(K) PLAN, Form 5500 (2023) | Form 5500 Search
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Original filing (PDF)
20240625112833NAL0004809379001
BRASSFIELD ESTATE WINERY, LLC
Form 5500-SF
FILING_RECEIVED
BRASSFIELD ESTATE WINERY 401(K) PLAN
401(k) retirement plan
Active participants
102
Accounts w/ balance
12
Plan assets (EOY)
$451K
Net assets (EOY)
$451K
Plan health score (directional)
81
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
90
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
BRASSFIELD ESTATE WINERY, LLC
.
Find decision makers
Plan sponsor
Name
BRASSFIELD ESTATE WINERY, LLC
EIN
91-2103926
Address
P.O. BOX 1661 · CLEARLAKE OAKS, CA · 95423
Phone
(707) 560-2922
Industry
Manufacturing
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2024-06-25
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
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
Service providers (Schedule C)
Small plans don't disclose service providers
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65
Knocking points off
No IQPA named; plan is in the 80-120 transition zone — may be filing as small.
Only 12% as many balances as active participants — suggests many active employees aren't deferring.
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.
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
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