Assets by plan
Share of aggregate retirement assets
82%top
Sponsor portfolio
WINE VAULT OF THE DESERT, INC.
EIN 45-4354866Wholesale TradeLatest filing 2025
Plans
2
Retirement
2
$119K assets
Welfare
0
Participants
6
77556 EL DUNA CT. STE. B - PALM DESERT, CA 922114141760-345-3000winevaultofthedesert.comLinkedIn1-10 employees
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $119K 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 VAULT OF THE DESERT, INC. CASH BALANCE PLAN AND TRUST
CashBalance
Assets$97K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
WINE VAULT OF THE DESERT, INC. EMPLOYEES' PROFIT SHARING PLAN AND TRUST
ProfitSharing
Assets$22K
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 VAULT OF THE DESERT, INC. CASH BALANCE PLAN AND TRUST | CashBalance | $97K | 3 | 2025 | |
| 001 | WINE VAULT OF THE DESERT, INC. EMPLOYEES' PROFIT SHARING PLAN AND TRUST | ProfitSharing | $22K | 3 | 2025 |
Retirement plans