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  2. VINEYARD BRANDS WINES, INC.
Sponsor portfolio

VINEYARD BRANDS WINES, INC.

EIN 45-5059401-wine and spirits-Latest filing 2025
Plans
2
Retirement
2
$35.9M assets
Welfare
0
Participants
154
2 20TH STREET NORTH, SUITE 100 - BIRMINGHAM, AL 35203205-980-8802vineyardbrands.comLinkedIn51-200 employeeswine and spirits
Plans on this EIN
2 filings
#002401k-$20.9M - 81 part#001ESOP-$15.0M - 73 part

Retirement portfolio analytics

2 plans aggregated / $35.9M assets / 154 participants

Assets by plan

Share of aggregate retirement assets

58%top
  • 401(K) PLAN TRUST (#002)58%
  • EMPLOYEE STOCK OWNERSHIP (#001)42%
Total $35.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • 401(K) PLAN TRUST (#002)81
  • EMPLOYEE STOCK OWNERSHIP (#001)73
Total 154Click 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#002

VINEYARD BRANDS WINES, INC. 401(K) PLAN TRUST

401k

Assets$20.9M
Participants81
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

VINEYARD BRANDS, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$15.0M
Participants73
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002VINEYARD BRANDS WINES, INC. 401(K) PLAN TRUST401k$20.9M812025
001VINEYARD BRANDS, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$15.0M732024
Retirement plans
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