Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
WINE WINE SITUATION LLC
EIN 20-5786270wine and spiritsLatest filing 2025
Plans
2
Retirement
2
$381K assets
Welfare
0
Participants
6
2896 ORANGE AVE, SUITE 220 - SIGNAL HILL, CA 90755323-428-3240winewinesituation.comLinkedIn1-10 employeeswine and spirits
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $381K assets / 6 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
WINE WINE SITUATION LLC CASH BALANCE PLAN
CashBalance
Assets$317K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
WINE WINE SITUATION LLC 401(K) PROFIT SHARING PLAN
401k
Assets$64K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | WINE WINE SITUATION LLC CASH BALANCE PLAN | CashBalance | $317K | 3 | 2024 | |
| 001 | WINE WINE SITUATION LLC 401(K) PROFIT SHARING PLAN | 401k | $64K | 3 | 2025 |
Retirement plans