Darioush Khaledi Winery LLC 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Darioush Khaledi Winery LLC
  • Sponsor EIN: 943311377
  • Sponsor Address: 4240 SILVERADO TRAIL, NAPA VALLEY, CA, 94558
  • Plan Type: 401(k)
  • Total Participants: 69
  • Total Assets: $6.4M

Key Plan Design Features

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

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202469$6.4M$190,781$309,049
202352$5.5M$195,494$318,005
202259$5.1M$194,947$296,912

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