Plan Snapshot
- Plan Sponsor: Clos Lachance Wines, LLC
- Sponsor EIN: 770489784
- Sponsor Address: ONE HUMMINGBIRD LANE, SAN MARTIN, CA, 95046
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2025 | 0 | $0 | $0 | $0 |
| 2024 | 52 | $661,246 | $0 | $20,230 |
| 2023 | 60 | $807,078 | $9,244 | $48,749 |
| 2022 | 39 | $626,195 | $12,032 | $56,712 |