# Berntsen Wine Investment DC Plan
Source: https://planprovider.pro/companies/berntsen-wine-investment-plan

> Berntsen Wine Investment&#39;s DC plan: 1 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Berntsen Wine Investment

- **Sponsor EIN:** 821827547

- **Sponsor Address:** 60 BROWN ROAD, SAN JUAN BAUTISTA, CA, 95045

- **Plan Type:** DC

- **Total Participants:** 1

- **Total Assets:** $159,779

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

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

| 2024|1|$159,779|$0|$0|

| 2023|1|$187,272|$0|$0|

| 2022|1|$253,890|$0|$0|

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