Assets by plan
Share of aggregate retirement assets
Filings through .
Dragonfly Family Vineyard, LLC Dba Dragonfly Farm & Winery
EIN 85-1511926ManufacturingLatest filing 2025
Plans
2
Retirement
2
$1.3M assets
Health & Benefits
0
Participants
12
123 BARROWS POINT RD - NEWPORT, ME 04953207-659-5280
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.3M assets / 12 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
DRAGONFLY FAMILY VINEYARD CASH BALANCE PLAN
Cash balance
Assets$721K
Participants6
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001
DRAGONFLY FAMILY VINEYARD 401(K) PLAN
Profit-sharing
Assets$597K
Participants6
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 | DRAGONFLY FAMILY VINEYARD CASH BALANCE PLAN | Cash balance | $721K | 6 | 2025 |
| #001 | DRAGONFLY FAMILY VINEYARD 401(K) PLAN | Profit-sharing | $597K | 6 | 2025 |
- #002 · Cash balance · 20256
- #001 · Profit-sharing · 20256
Retirement plans