How big is Willamette Valley Wineries ASS' plan?

Willamette Valley Wineries ASS' plan reported $776K in assets and 4 participants for 2024.

Original filing (PDF)20250730183347NAL0007235408001

Willamette Valley Wineries ASS

Name: Willamette Valley Wineries ASS — Willamette Valley, Form 5500 (2024)
Creator: Willamette Valley Wineries ASS
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Willamette Valley Wineries ASS 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Willamette Valley Wineries ASS' Willamette Valley Wineries ASS 401(k) Profit Sharing Plan & Trust held $776K in plan assets for 4 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$776K

Net assets (EOY)

$776K

People on this filing

Morgen McLaughlin signed Willamette Valley Wineries ASS' 2024 Form 5500 as plan administrator.

Morgen McLaughlin — 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

Willamette Valley Wineries ASS' EIN is 93-0918717.

EIN 93-0918717

Plan number 001

Plan year 2024

ACK ID 20250730183347NAL0007235408001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Willamette Valley Wineries ASS from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Willamette Valley Wineries ASS' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WILLAMETTE VALLEY WINERIES ASS.

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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