Nicole Cummings signed Duckhorn Wine Company's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Duckhorn Wine Company's EIN is 94-2345103.
Download the official 2024 Form 5500 (PDF) for Duckhorn Wine Company from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Duckhorn Wine Company's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE CO OF AME | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $47K | — |
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $19K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| AC RD 2050 TR L GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $10.6M | 12.8% | |
| AC RD 2045 TR L GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $10.2M | 12.4% | |
| AC RD 2040 TR L GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $9.2M | 11.2% | |
| AC RD 2030 TR L GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $8.5M | 10.2% | |
| AC RD 2035 TR L GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $6.5M | 7.8% | |
| AC RD 2055 TR L GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $6.1M | 7.4% | |
| FID 500 INDEX Registered Investment Companies | Common Collective Trusts | — | — | $5.1M | 6.2% | |
| AB US LG CP GR CIT L GREAT GRAY TRUST COMPANY · EIN 38-4116831 / PN 509 | Common Collective Trust | — | — | $3.3M | 4.1% | |
| AC RD 2060 TR L GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $2.8M | 3.4% | |
| VANG EQUITY INC ADM Registered Investment Companies | Common Stocks | — | — | $2.6M | 3.1% | |
| AC RD 2025 TR L GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $2.2M | 2.7% | |
| FID INTL INDEX Registered Investment Companies | Mutual Funds | — | — | $1.5M | 1.8% | |
| MFS MID CAP GRTH R6 Registered Investment Companies | Mutual Funds | — | — | $1.4M | 1.7% | |
| VANG LIFEST GROWTH Registered Investment Companies | Other securities | — | — | $1.2M | 1.4% | |
| FID MID CAP IDX Registered Investment Companies | Common Collective Trusts | — | — | $1.2M | 1.4% | |
| AC IN RETIRE TR L GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $1.1M | 1.3% | |
| FID SM CAP IDX Registered Investment Companies | Common Collective Trusts | — | — | $1.1M | 1.3% | |
| maturing through November 2048 0 | Other securities | — | — | $1.0M | 1.2% | |
| BLENDED INCOME FUND Registered Investment Companies | Other securities | — | — | $1.0M | 1.2% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $701K | 0.8% | |
| JH DSCPL VAL MDCP R6 Registered Investment Companies | Other securities | — | — | $627K | 0.8% | |
| VANG BAL INDEX ADM Registered Investment Companies | Other securities | — | — | $619K | 0.8% | |
| GG FKLN SM CAP VAL GREAT GRAY TRUST COMPANY · EIN 38-4126289 / PN 594 | Common Collective Trust | — | — | $607K | 0.7% | |
| INVS DISCOVERY R6 Registered Investment Companies | Other securities | — | — | $561K | 0.7% | |
| AC RD 2065 TR L GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $528K | 0.6% | |
| PIM TOTAL RT INST Registered Investment Companies | Other securities | — | — | $482K | 0.6% | |
| MFS INTL DIVRSN R6 Registered Investment Companies | Mutual Funds | — | — | $453K | 0.5% | |
| PGIM ST CORP BOND Z Registered Investment Companies | Common Stocks | — | — | $429K | 0.5% | |
| IS US AGG BD IDX K Registered Investment Companies | Common Collective Trusts | — | — | $364K | 0.4% | |
| VANG LIFEST MOD GRTH Registered Investment Companies | Other securities | — | — | $340K | 0.4% | |
| PIM REAL RETURN INST Registered Investment Companies | Other securities | — | — | $166K | 0.2% | |
| VANG LIFEST INCOME Registered Investment Companies | Other securities | — | — | $119K | 0.1% | |
| VANG LIFEST CON GRTH Registered Investment Companies | Other securities | — | — | $21K | <0.1% | |
| FID GOVT MMKT K6 Registered Investment Companies | Mutual Funds | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| CREATIVE PLANNING LLC | 84-4519624 | — | ADVISOR | $70K | — |
| PENTEGRA SERVICES INC | — | CHARLOTTE, NC | CONTRACT ADMIN\CONSULTANT | $23K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MOSS ADAMS LLP | 91-0189318 | — | ACCOUNTANT/AUDITOR | $31K | — |
