Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
DRAGONFLY FAMILY VINEYARD, LLC DBA DRAGONFLY FARM & WINERY
EIN 85-1511926ManufacturingLatest filing 2025
Plans
2
Retirement
2
$1.1M assets
Welfare
0
Participants
12
123 BARROWS POINT RD - NEWPORT, ME 04953207-659-5280
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.1M assets / 12 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#001
DRAGONFLY FAMILY VINEYARD 401(K) PLAN
ProfitSharing
Assets$597K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
DRAGONFLY FAMILY VINEYARD CASH BALANCE PLAN
CashBalance
Assets$552K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | DRAGONFLY FAMILY VINEYARD 401(K) PLAN | ProfitSharing | $597K | 6 | 2025 | |
| 002 | DRAGONFLY FAMILY VINEYARD CASH BALANCE PLAN | CashBalance | $552K | 6 | 2024 |
Retirement plans