Tower Road Wine Storage 401(k) Plan

Form 5500 filing data for plan year 2025.

Plan Snapshot

  • Plan Sponsor: Tower Road Wine Storage
  • Sponsor EIN: 680014335
  • Sponsor Address: 241 TOWER ROAD, AMERICAN CANYON, CA, 94503
  • Plan Type: 401(k)
  • Total Participants: 9
  • Total Assets: $2.5M

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.
20259$2.5M$29,472$66,157
20249$2.5M$29,472$66,157
202310$2.3M$29,664$64,748
202210$1.8M$24,819$55,586

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