Plan Snapshot
- Plan Sponsor: Bronco Wine Company
- Sponsor EIN: 942231905
- Sponsor Address: P.O. BOX 789, CERES, CA, 953070789
- Plan Type: 401(k)
- Total Participants: 636
- Total Assets: $109.5M
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 | 636 | $109.5M | $1.0M | $3.0M |
| 2023 | 607 | $111.8M | $1.8M | $3.0M |
| 2022 | 555 | $103.1M | $2.0M | $2.6M |
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 |
|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC | INVESTMENT ADVISOR | $18,758 | — | $18,758 |
| EMPOWER ADVISORY GROUP, LLC | INVESTMENT MGMT | $7,410 | — | $7,410 |
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $26,168
- Estimated Expense Ratio: 0.024% 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 | $64,948 | $26,168 | — | — | — |
| 2023 | $23,518 | $3,437 | — | — | — |
| 2022 | $29,690 | — | — | — | $22,482 |