How big is Romeo Vineyards & Cellars, LLC's plan?

Romeo Vineyards & Cellars, LLC's plan covered 6 participants for 2024.

Original filing (PDF)20251014125655NAL0005927746002

Romeo Vineyards & Cellars, LLC

Name: Romeo Vineyards & Cellars, LLC — Romeo Vineyards &, Form 5500 (2024)
Creator: Romeo Vineyards & Cellars, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Romeo Vineyards & Cellars LLC Profit Sharing Plan

Defined-contribution retirement plan · Romeo Vineyards & Cellars, LLC's Romeo Vineyards & Cellars LLC Profit Sharing Plan covered 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan identifiers

Romeo Vineyards & Cellars, LLC's EIN is 94-3346682.

EIN 94-3346682

Plan number 001

Plan year 2024

ACK ID 20251014125655NAL0005927746002

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Romeo Vineyards & Cellars, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Romeo Vineyards & Cellars, LLC's plan includes profit-sharing.

Decision-maker contacts

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

Finding similar companies…

Plan health score

Above-average plan

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (2nd percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

ROMEO VINEYARDS & CELLARS, LLC

EIN

all filings

Address

3432 BRITTAN AVENUE · SAN CARLOAS, CA · 94070

Phone

(650) 728-3393

Industry

Manufacturing

Plan administrator

Name

FRANK ROMEO

EIN

94-3346682

City

SAN CARLOS, CA

Phone

(650) 728-3393

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-14

Pension benefit codes

2E · Profit-sharing

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.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Manufacturing plans

Cardetti Heritage LLC

Cardetti Heritage LLC MCF Benefit Plan

Twisted Copper, Inc.

Twisted Copper, Inc. 401(k) Plan

Round Two Wines, LLC

Round Two Wines Retirement Savings Plan

M Draxton Inc.

Draxton Wines 401(k) Plan

Vanguard Wines, LLC

Vanguard Wines, LLC 401(k) Plan

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.