Assets by plan
Share of aggregate retirement assets
- 401(K) PLAN TRUST (#002)$20.9M
Filings through .
Vineyard Brands Wines, Inc.
EIN 45-5059401wine and spiritsLatest filing 2025
Plans
2
Retirement
2
$36.6M assets
Health & Benefits
0
Participants
158
2 20TH STREET NORTH, SUITE 100 - BIRMINGHAM, AL 35203205-980-8802vineyardbrands.comLinkedIn51-200 employeeswine and spirits
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $36.6M assets / 158 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#002
VINEYARD BRANDS WINES, INC. 401(K) PLAN TRUST
401(k)
Assets$20.9M
Participants81
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001
VINEYARD BRANDS, INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$15.7M
Participants77
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | VINEYARD BRANDS WINES, INC. 401(K) PLAN TRUST | 401(k) | $20.9M | 81 | 2025 |
| #001 | VINEYARD BRANDS, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $15.7M | 77 | 2025 |
- #002 · 401(k) · 202581
- #001 · ESOP · 202577
Retirement plans