Plan Snapshot
- Plan Sponsor: The Wine Spectrum, INC.
- Sponsor EIN: 680228395
- Sponsor Address: 981 AIRWAY CT, SANTA ROSA, CA, 95403
- Plan Type: 401(k)
- Total Participants: 16
- Total Assets: $3.6M
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 | 16 | $3.6M | $28,049 | $115,845 |
| 2023 | 18 | $3.3M | $32,562 | $117,424 |
| 2022 | 21 | $2.7M | $33,834 | $113,664 |