# Bonterra Organic Estates 401(k) Plan
Source: https://planprovider.pro/companies/bonterra-organic-estates-401k-plan

> Bonterra Organic Estates's 401(k) plan: 227 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Bonterra Organic Estates

- **Sponsor EIN:** 942458321

- **Sponsor Address:** 12901 OLD RIVER RD, HOPLAND, CA, 95449

- **Plan Type:** 401(k)

- **Total Participants:** 227

- **Total Assets:** $41.9M

## 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|227|$41.9M|$1.2M|$2.3M|

| 2023|239|$42.8M|$1.2M|$2.3M|

| 2022|233|$35.4M|$1.2M|$2.3M|

## 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|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$31,336|—|$31,336|

| MUN CPAS, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [MUN CPAS, LLP](https://planprovider.pro/provider/mun-cpas-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $31,336

- **Estimated Expense Ratio:** 0.075% 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|$30,904|—|$600|—|—|

| 2023|$45,601|—|—|—|—|

| 2022|$3,039|—|—|—|—|

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