# Bogle Vineyards INC 401(k) Plan
Source: https://planprovider.pro/companies/bogle-vineyards-inc-401k-plan

> Bogle Vineyards INC's 401(k) plan: 320 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| T. ROWE PRICE RPS, INC.|NONE|$11,912|—|$11,912|

| 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:** $11,912

- **Estimated Expense Ratio:** 0.051% 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|$11,912|—|—|—|—|

| 2023|$3,200|—|$3,200|—|—|

| 2022|$2,240|—|$2,240|—|—|

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