Silver Oak Wine Cellars, Llc 401(k) Plan: Login, Facts & Contact Information

Silver Oak Wine Cellars, Llc 401(k) Plan Facts

Plan name
SILVER OAK CELLARS 401(K) PROFIT SHARING PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
SILVER OAK WINE CELLARS, LLC
Participants
252 (205 active employees)
Former employees with a balance
45
Plan assets
$47,576,569 at Dec 31, 2024
Average account balance
$194,986 across 244 accounts
Employer contributions
$574,711 in plan year 2024 (20% of all contributions)
Recordkeeper
Principal Life Insurance Company
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jan 1, 1984
✓ Employer contributions✓ Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Aug 7, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $2.89 million went into the plan in contributions, $574,711 of it from the employer (20%).
  • $3.23 million was paid out to participants.
  • Investment and other income added $4.78 million.
  • Administrative expenses were $108,017, about $443 per account.

How the Silver Oak Wine Cellars, Llc 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019225$29.0 million$1.66 million$3.19 million
2020230$34.5 million$1.93 million$1.88 million
2021237$39.6 million$1.94 million$2.59 million
2022233$35.6 million$2.17 million$1.02 million
2023228$43.3 million$2.46 million$1.45 million
2024252$47.6 million$574,711$3.23 million

Silver Oak Wine Cellars, Llc 401(k) Contact Information

Phone
707-942-2495
Mailing address
7300 HIGHWAY 128, HEALDSBURG CA 954488018
Plan sponsor
SILVER OAK WINE CELLARS, LLC
Employer identification number (EIN)
94-2327363
Plan number
333

Questions about the Silver Oak Wine Cellars, Llc 401(k)

Does Silver Oak Wine Cellars, Llc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $574,711, 20% of all contributions.

Does the Silver Oak Wine Cellars, Llc 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the Silver Oak Wine Cellars, Llc 401(k) plan?

252 participants at the start of plan year 2024, 205 of them active employees, and 45 former employees who still had money in the plan.

What is the average 401(k) balance at Silver Oak Wine Cellars, Llc?

About $194,986 per account: $47.6 million in plan assets across 244 accounts with a balance at the end of plan year 2024.

Who manages the Silver Oak Wine Cellars, Llc 401(k) accounts?

Principal (listed on the filing as PRINCIPAL LIFE INSURANCE COMPANY) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Silver Oak Wine Cellars, Llc. How do I access my 401(k)?

Your account stays with Principal after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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