How big is Huneeus Vintners LLC's plan?

Huneeus Vintners LLC's plan reported $12.8M in assets and 294 participants for 2024.

Original filing (PDF)20250715145840NAL0003489392001

Huneeus Vintners LLC

Name: Huneeus Vintners LLC — Huneeus Vintners 401(k) Plan, Form 5500 (2024)
Creator: Huneeus Vintners LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Huneeus Vintners 401(k) Plan

401(k) retirement plan · Huneeus Vintners LLC's Huneeus Vintners 401(k) Plan held $12.8M in plan assets for 294 participants in 2024, with OneAmerica as recordkeeper.

Active participants

294

Accounts w/ balance

163

Plan assets (EOY)

$12.8M

Net assets (EOY)

$12.8M

People on this filing

Parasto Niakian signed Huneeus Vintners LLC's 2024 Form 5500 as plan administrator.

Parasto Niakian — 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

Huneeus Vintners LLC's EIN is 94-3333264.

EIN 94-3333264

Plan number 001

Plan year 2024

ACK ID 20250715145840NAL0003489392001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Huneeus Vintners LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Huneeus Vintners LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HUNEEUS VINTNERS LLC.

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How this plan invests

This plan

1 pooled trust

Schedule D

42 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

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.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (7th percentile).

Helping the score

Below-peer total plan cost (96th percentile).

Plan sponsor

Name

HUNEEUS VINTNERS LLC

EIN

all filings

Address

1224 ADAMS ST · ST HELENA, CA · 94574

Phone

(707) 286-2724

Industry

Agriculture, Forestry, Fishing, Hunting

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-15

Pension benefit codes

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)

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
AMERICAN UNITED LIFE INSURANCE CO	35-0145825	—	NONE	$354	—

Investments

42 direct securities · 1 pooled fund· $25.1M(100% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.

Pooled Separate Account

$12.3M

1 holding

Mutual Funds

$10.1M

27 holdings

Common Collective Trusts

$1.1M

4 holdings

Other securities

$1.0M

9 holdings

Common Stocks

$289K

1 holding

Participant loans

$144K

1 holding

					% of plan
SEPARATE ACCOUNT II AMERICAN UNITED LIFE INSURANCE CO · EIN 35-0145825 / PN 000	Pooled Separate Account	—	—	$12.3M	96.4%
American Funds 2050 Target Date Retirement Fund Mutual fund	Mutual Funds	—	—	$1.8M	14.3%
American Funds 2040 Target Date Retirement Fund Mutual fund	Mutual Funds	—	—	$1.6M	12.9%
American Funds 2045 Target Date Retirement Fund Mutual fund	Mutual Funds	—	—	$1.4M	11.3%
American Funds 2030 Target Date Retirement Fund Mutual fund	Mutual Funds	—	—	$985K	7.7%
Vanguard 500 Index Fund Mutual fund	Common Collective Trusts	—	—	$830K	6.5%
JPMorgan US Equity Fund Mutual fund	Other securities	—	—	$737K	5.8%
American Funds American Balanced Fund Mutual fund	Mutual Funds	—	—	$727K	5.7%
American Funds 2035 Target Date Retirement Fund Mutual fund	Mutual Funds	—	—	$663K	5.2%
American Funds 2055 Target Date Retirement Fund Mutual fund	Mutual Funds	—	—	$613K	4.8%
American Funds 2025 Target Date Retirement Fund Mutual fund	Mutual Funds	—	—	$595K	4.7%
American United Life Insurance Company Fund Group annuity contract	Common Stocks	—	—	$289K	2.3%
American Funds The Growth Fund of America Fund Mutual fund	Mutual Funds	—	—	$287K	2.2%
American Funds 2060 Target Date Retirement Fund Mutual fund	Mutual Funds	—	—	$256K	2.0%
MFS Value Fund Mutual fund	Mutual Funds	—	—	$225K	1.8%
American Funds 2015 Target Date Retirement Fund Mutual fund	Mutual Funds	—	—	$218K	1.7%
T Rowe Price All-Cap Opportunities Fund Mutual fund	Mutual Funds	—	—	$170K	1.3%
PARTICIPANTS LOANS 3% TO 5% 0	Participant loans	—	—	$144K	1.1%
Vanguard Mid Cap Index Fund Mutual fund	Common Collective Trusts	—	—	$132K	1.0%
Vanguard Small Cap Index Fund Mutual fund	Common Collective Trusts	—	—	$106K	0.8%
PGIM High-Yield Fund Mutual fund	Other securities	—	—	$104K	0.8%
Nuveen International Equity Index Fund Mutual fund	Common Collective Trusts	—	—	$71K	0.6%
American Funds Capital World Growth & Income Fund Mutual fund	Mutual Funds	—	—	$65K	0.5%
Vanguard Explorer Fund Mutual fund	Mutual Funds	—	—	$64K	0.5%
Columbia Dividend Income Fund Mutual fund	Other securities	—	—	$64K	0.5%
American Funds 2020 Target Date Retirement Fund Mutual fund	Mutual Funds	—	—	$59K	0.5%
JPMorgan Large Cap Growth Fund Mutual fund	Other securities	—	—	$51K	0.4%
Pimco Income Institutional Fund Mutual fund	Mutual Funds	—	—	$46K	0.4%
Pimco Total Return Institutional Fund Mutual fund	Mutual Funds	—	—	$40K	0.3%
American Funds New Perspective Fund Mutual fund	Mutual Funds	—	—	$39K	0.3%
Vanguard Selected Value Fund Mutual fund	Mutual Funds	—	—	$36K	0.3%
American Funds 2065 Target Date Retirement Fund Mutual fund	Mutual Funds	—	—	$36K	0.3%
PGIM Global Real Estate Fund Mutual fund	Other securities	—	—	$32K	0.2%
DFA U.S. Targeted Value Portfolio Fund Mutual fund	Mutual Funds	—	—	$25K	0.2%
MFS International Intrinsic Value Fund Mutual fund	Mutual Funds	—	—	$25K	0.2%
American Century Strategic Allocation Aggressive Investor Fund Mutual fund	Other securities	—	—	$21K	0.2%
DFA Real Estate Securities Portfolio Fund Mutual fund	Mutual Funds	—	—	$18K	0.1%
AMG TimesSquare Mid Cap Growth Z Fund Mutual fund	Other securities	—	—	$16K	0.1%
American Century Strategic Allocation Conservative Investor Fund Mutual fund	Other securities	—	—	$16K	0.1%
T Rowe Price Equity Income Institutional Fund Mutual fund	Mutual Funds	—	—	$12K	<0.1%
American Funds Bond Fund of America Fund Mutual fund	Mutual Funds	—	—	$8K	<0.1%
Invesco International Small-Mid Company Fund Mutual fund	Mutual Funds	—	—	$8K	<0.1%
Blackrock Strategic Global Bond Fund Mutual fund	Other securities	—	—	$6K	<0.1%