Bellagrace Vineyards DC Plan

Form 5500 filing data for plan year 2025.

Plan Snapshot

  • Plan Sponsor: Bellagrace Vineyards
  • Sponsor EIN: 273380383
  • Sponsor Address: 22715 UPTON ROAD, PLYMOUTH, CA, 95669
  • Plan Type: DC
  • Plan Number: 001
  • Total Participants: 11
  • Total Assets: $702,978

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: Yes
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202511$702,978$0$0
20249$765,262$0$0
20239$701,263$0$0
20228$748,343$0$0

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