Terravant Wine Company, LLC Dba Summerland Wine Brands 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Terravant Wine Company, LLC Dba Summerland Wine Brands
  • Sponsor EIN: 205254549
  • Sponsor Address: 35 INDUSTRIAL WAY, BUELLTON, CA, 93427
  • 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: No
  • Participant-Directed Investments: Yes
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20250$0$27,197$41,408
202428$867,470$55,252$99,526
202328$796,612$58,157$96,594
202267$1.1M$108,228$235,159

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