Original filing (PDF)20250612101813NAL0016703921001

PATZ & HALL PREMIUMCO LLC

Name: PATZ & HALL PREMIUMCO LLC — PATZ & HALL COMPANY 401(K) PLAN, Form 5500 (2024)
Creator: PATZ & HALL PREMIUMCO LLC

Form 5500-SF

FILING_RECEIVED

PATZ & HALL COMPANY 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$466K

Net assets (EOY)

$466K

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

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PATZ & HALL PREMIUMCO LLC.

Plan sponsor

Name

PATZ & HALL PREMIUMCO LLC

EIN

99-1076035

Address

21200 EIGHTH ST. EAST · SONOMA, CA · 95476

Phone

(707) 265-7700

Industry

Manufacturingsee all

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

2025-06-12

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

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

ARNOT-ROBERTS, LLC

ARNOT-ROBERTS 401(K) PLAN

$463K · 4 participants

BARREL 27 WINE COMPANY, INC.

MCPRICE MYERS 401(K)

$458K · 18 participants

EVOKE WINES LLC

EVOKE WINERY 401K RETIREMENT PLAN

$475K · 37 participants

LA CASA NARCISI WINERY INC.

LA CASA NARCISI WINERY INC. 401(K) PLAN

$475K · 33 participants

BOUCHARD COOPERAGES

BOUCHARD COOPERAGES 401K PLAN

$454K · 9 participants