# Bacchus Management Group 401(k) Plan
Source: https://planprovider.pro/companies/bacchus-management-group-401k-plan

> Bacchus Management Group's 401(k) plan: 911 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Bacchus Management Group

- **Sponsor EIN:** 943356925

- **Sponsor Address:** P.O. BOX 620442, WOODSIDE, CA, 94062

- **Plan Type:** 401(k)

- **Total Participants:** 911

- **Total Assets:** $5.0M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|911|$5.0M|$101,486|$482,334|

| 2023|597|$4.0M|$177,318|$393,009|

| 2022|894|$3.1M|$149,543|$257,447|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| COMYNS, SMITH, MCCLEARY & DEAVER, L|Auditor|—|—|$0|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $0

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$229,310|—|$5,606|—|—|

| 2023|$5,329|—|—|—|—|

| 2022|$3,022|—|—|—|—|

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