Plan Snapshot
- Plan Sponsor: Beckstoffer Vineyards
- Sponsor EIN: 942463903
- Sponsor Address: 8600 CONN CREEK ROAD P.O. BOX 405, RUTHERFORD, CA, 94573
- Plan Type: 401(k)
- Total Participants: 132
- Total Assets: $19.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- 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 | 132 | $19.3M | $484,838 | $742,388 |
| 2023 | 109 | $18.5M | $481,033 | $723,477 |
| 2022 | 135 | $17.0M | $488,364 | $690,075 |
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 |
|---|---|---|---|---|
| WORLD INVESTMENT ADVISORS LLC | INVESTMENT ADVISOR | $46,120 | — | $46,120 |
| HILLBERG & COMPANY INC CPA | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $46,120
- Estimated Expense Ratio: 0.239% of plan assets
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 | $76,631 | $46,120 | — | — | — |
| 2023 | $44,614 | $44,614 | — | — | — |
| 2022 | — | — | — | — | — |