# Beckstoffer Vineyards 401(k) Plan
Source: https://planprovider.pro/companies/beckstoffer-vineyards-401k-plan

> Beckstoffer Vineyards's 401(k) plan: 132 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|—|—|—|

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