Plan Snapshot
- Plan Sponsor: Bogle Vineyards INC
- Sponsor EIN: 942247790
- Sponsor Address: 49762 HAMILTON ROAD, CLARKSBURG, CA, 95612
- Plan Type: 401(k)
- Total Participants: 320
- Total Assets: $23.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 320 | $23.5M | $517,480 | $1.5M |
| 2023 | 323 | $21.7M | $531,974 | $1.4M |
| 2022 | 307 | $16.5M | $461,248 | $1.3M |
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 |
|---|---|---|---|---|
| JOHN WADDELL & CO., CPAS | 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 | $11,912 | — | — | — | — |
| 2023 | $3,200 | — | $3,200 | — | — |
| 2022 | $2,240 | — | $2,240 | — | — |