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  1. Companies/
  2. Southwest Wine and Spirits LLC Dba Wally's Wine an

Filings through Oct 24, 2026.

Sponsor portfolio

Southwest Wine and Spirits LLC Dba Wally's Wine an

EIN 46-2218226-Retail Trade-Latest filing 2025
Plans
2
Retirement
1
$2.2M assets
Welfare
1
$1.1M premiums
Participants
1,072
10459 JEFFERSON BLVD. - CULVER CITY, CA 90232310-475-0606
Plans on this EIN
2 filings
#001401(k)-$2.2M - 873 part#501Fully insured-$1.1M - 195 lives

Benefits portfolio analytics

1 plan / $1.1M premiums / 195 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$985K
  • Prescription drug$985K
  • Dental$87K
  • Vision$87K
  • Life$9K
  • Other$9K
Total $1.1M6 rows
See carrier and broker market share with Pro.

Plan deep-dives

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

WALLY'S WINE 401(K) PLAN

401(k)

Assets$2.2M
Participants873
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SOUTHWEST WINE & SPIRITS, LLC

Fully insured - BLUE CROSS OF CALIFORNIA

Premiums$1.1M
Covered lives195
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001WALLY'S WINE 401(K) PLAN401(k)$2.2M8732025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SOUTHWEST WINE & SPIRITS, LLCFully insuredBLUE CROSS OF CALIFORNIA$1.1M1952025
Retirement plans
Welfare plans
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