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  2. C F NAPA, LLC
Sponsor portfolio

C F NAPA, LLC

EIN 04-3697420-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
2
Retirement
2
$7.7M assets
Welfare
0
Participants
27
2787 NAPA VALLEY CORPORATE DR. - NAPA, CA 94558707-265-1891
Plans on this EIN
2 filings
#001401k-$4.8M - 16 part#002CashBalance-$2.9M - 11 part

Retirement portfolio analytics

2 plans aggregated / $7.7M assets / 27 participants

Assets by plan

Share of aggregate retirement assets

62%top
  • NAPA LLC 401(K) (#001)62%
  • DEFINED BENEFIT PLAN (#002)38%
Total $7.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • NAPA LLC 401(K) (#001)16
  • DEFINED BENEFIT PLAN (#002)11
Total 27Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

C F NAPA LLC 401(K) PLAN

401k

Assets$4.8M
Participants16
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

CF NAPA, LLC DEFINED BENEFIT PLAN

CashBalance

Assets$2.9M
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001C F NAPA LLC 401(K) PLAN401k$4.8M162025
002CF NAPA, LLC DEFINED BENEFIT PLANCashBalance$2.9M112024
Retirement plans
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