# Bronco Wine Company 401(k) Plan
Source: https://planprovider.pro/companies/bronco-wine-company-401k-plan

> Bronco Wine Company's 401(k) plan: 636 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|

## Similar Plans

- [Foley Family Wines, INC.](https://planprovider.pro/companies/foley-family-wines-inc-401k-plan) — 632 participants

- [The Wine Group, INC.](https://planprovider.pro/companies/the-wine-group-inc-401k-plan-001) — 623 participants

- [Duckhorn Wine Company](https://planprovider.pro/companies/duckhorn-wine-company-401k-plan) — 614 participants

- [Vintage Wine Estates](https://planprovider.pro/companies/vintage-wine-estates-401k-plan) — 526 participants

- [San Antonio Winery, INC.](https://planprovider.pro/companies/san-antonio-winery-inc-401k-plan) — 424 participants

- [O'Neill Vintners & Distillers](https://planprovider.pro/companies/o-neill-vintners-distillers-401k-plan) — 398 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/bronco-wine-company-401k-plan)

© 2026 PlanProvider.Pro