Rocky Mountain Wine & Spirits, INC. 401(k) Plan

Form 5500 filing data for plan year 2025.

Plan Snapshot

  • Plan Sponsor: Rocky Mountain Wine & Spirits, INC.
  • Sponsor EIN: 852006668
  • Sponsor Address: 2743 KINNICKINNIK RD. UNIT A2, VAIL, CO, 81657
  • Plan Type: 401(k)
  • Total Participants: 6
  • Total Assets: $1.2M

Key Plan Design Features

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

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20256$1.2M$13,269$27,448
20246$1.2M$13,547$27,620
20236$1.2M$7,938$15,806

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