Original filing (PDF)20250630173201NAL0027955666001

Aubert Winegrowing Incorporated DBA Aubert Wines

Name: Aubert Winegrowing Incorporated DBA Aubert Wines — Form 5500 Plan 002 (2024)
Creator: Aubert Winegrowing Incorporated DBA Aubert Wines
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Aubert Wines 401(k) Profit Sharing Plan

401(k) retirement plan · Aubert Winegrowing Incorporated DBA Aubert Wines' Aubert Wines 401(k) Profit Sharing Plan held $5.1M in plan assets for 7 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.1M

Net assets (EOY)

$5.1M

People on this filing

Teresa Aubert signed Aubert Winegrowing Incorporated DBA Aubert Wines' 2024 Form 5500 as plan administrator.

Teresa Aubert — 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

Aubert Winegrowing Incorporated DBA Aubert Wines' EIN is 94-3331591.

EIN 94-3331591

Plan number 002

Plan year 2024

ACK ID 20250630173201NAL0027955666001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Aubert Winegrowing Incorporated DBA Aubert Wines from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Aubert Winegrowing Incorporated DBA Aubert Wines' plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for AUBERT WINEGROWING INCORPORATED DBA AUBERT WINES.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (90th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (85th percentile).

Plan sponsor

Name

AUBERT WINEGROWING INCORPORATED DBA AUBERT WINES

EIN

all filings

Address

333 SILVERADO TRAIL · CALISTOGA, CA · 94515

Phone

(707) 942-4333

Industry

Manufacturing

Plan administrator