Original filing (PDF)20251015030808NAL0003799217001

SAN ANTONIO WINERY, INC.

Name: SAN ANTONIO WINERY, INC. — SAN ANTONIO WINERY, INC. DEFINED BENEFIT PENSION PLAN, Form 5500 (2024)
Creator: SAN ANTONIO WINERY, INC.

Form 5500

FILING_RECEIVED

SAN ANTONIO WINERY, INC. DEFINED BENEFIT PENSION PLAN

Defined-benefit pension plan

Signals · 1

100% in single holding

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1K

Net assets (EOY)

$1K

How this plan invests

This plan

1 securities

funds · stocks · CUSIPs

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

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SAN ANTONIO WINERY, INC..

Plan sponsor

Name

SAN ANTONIO WINERY, INC.

EIN

95-1824179

Address

737 LAMAR STREET · LOS ANGELES, CA · 90031

Phone

(323) 223-1401

Industry

Manufacturingsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-15

Pension benefit codes

1A · Pay-related DB formula

1I · Frozen plan — no new benefit accrual

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

Audit & trust (Schedule H)

Auditor

RIVERA. JAMJIAN & ASSOCIATES, LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

2 rows

Custodian

Name	EIN	Location	Relation	Direct comp	Indirect comp
PERSHING ADVISOR SOLUTIONS LLC	—	JERSEY CITY, NJ	CUSTODIAN	$0	—
PERSHING ADVISOR SOLUTIONS LLC	—	JERSEY CITY, NJ	CUSTODIAN	$0	—

Investments

1 direct security· $1K(100% of reported assets)

PI	Investment	Type	Shares / units	Cost	Current value	% of plan
	Pershing Advisor Solutions, LLC Pershing Cash	—	—	$1K	$1K	100.0%

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