Plan Snapshot
- Plan Sponsor: Biagi Bros., INC.
- Sponsor EIN: 911395542
- Sponsor Address: 466 DEVLIN ROAD, NAPA, CA, 94558
- Plan Type: 401(k)
- Total Participants: 632
- Total Assets: $33.5M
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 | 632 | $33.5M | $514,779 | $1.6M |
| 2023 | 670 | $30.2M | $511,667 | $1.5M |
| 2022 | 696 | $26.2M | $540,034 | $1.6M |
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 |
|---|---|---|---|---|
| KOSMATKA DONNELLY & CO., LLP | 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 | $101,585 | $101,585 | — | — | — |
| 2023 | $89,297 | $89,297 | — | — | — |
| 2022 | $89,655 | $89,655 | — | — | — |