Mantra Wine Cellars 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Mantra Wine Cellars
  • Sponsor EIN: 473627720
  • Sponsor Address: 70 ORMOND CT, NOVATO, CA, 949473009
  • Plan Type: 401(k)
  • Total Participants: 8
  • Total Assets: $45,523

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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20248$45,523$5,232$6,540
20238$30,152$5,182$6,478
20228$15,125$3,924$4,905

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