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Sponsor portfolio

NAPA VALLEY NETWORKS

EIN 81-0814611-information services-Latest filing 2025
Plans
2
Retirement
2
$1.4M assets
Welfare
0
Participants
8
1370 TRANCAS STREET, SUITE 338 - NAPA, CA 94558707-603-9603LinkedIn1-10 employeesinformation services
Plans on this EIN
2 filings
#002CashBalance-$878K - 4 part#001401k-$498K - 4 part

Retirement portfolio analytics

2 plans aggregated / $1.4M assets / 8 participants

Assets by plan

Share of aggregate retirement assets

64%top
  • PLAN & TRUST (#002)64%
  • PROFIT SHARING PLAN (#001)36%
Total $1.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN & TRUST (#002)4
  • PROFIT SHARING PLAN (#001)4
Total 8Click 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

NAPA VALLEY NETWORKS CASH BALANCE PLAN & TRUST

CashBalance

Assets$878K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

NAPA VALLEY NETWORKS 401(K) PROFIT SHARING PLAN

401k

Assets$498K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002NAPA VALLEY NETWORKS CASH BALANCE PLAN & TRUSTCashBalance$878K42025
001NAPA VALLEY NETWORKS 401(K) PROFIT SHARING PLAN401k$498K42025
Retirement plans
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