Sponsor portfolio
SIMON LEVI COMPANY, LTD.
EIN 95-0932970wine and spiritsLatest filing 2025
Plans
2
Retirement
1
$4.5M assets
Welfare
1
Participants
14
3510 UNOCAL PLACE, SUITE 212 - SANTA ROSA, CA 95403707-833-4455stonecreekwines.comLinkedIn1-10 employeeswine and spirits
Plans on this EIN
2 filingsPlan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
SIMON LEVI COMPANY, LTD. 401(K) PROFIT SHARING PLAN
401k
Assets$4.5M
Participants7
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Welfare#002
SIMON LEVI COMPANY, LTD. 401(K) PROFIT SHARING PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
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Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | SIMON LEVI COMPANY, LTD. 401(K) PROFIT SHARING PLAN | 401k | $4.5M | 7 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 002 | SIMON LEVI COMPANY, LTD. 401(K) PROFIT SHARING PLAN | Self Funded | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans