# California Winery Workers Pension Plan Trust DB Plan
Source: https://planprovider.pro/companies/california-winery-workers-pension-plan-trust-plan

> California Winery Workers Pension Plan Trust's DB plan: 0 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** California Winery Workers Pension Plan Trust

- **Sponsor EIN:** 946082915

- **Sponsor Address:** 955 N STREET, FRESNO, CA, 937212216

- **Plan Type:** DB

- **Total Participants:** 0

- **Total Assets:** $14.1M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|0|$14.1M|$0|$0|

| 2023|4,425|$24.3M|$0|$0|

| 2022|4,515|$34.5M|$0|$0|

## 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|

| BENEFIT ADMINISTRATION CORPORATION|NONE|$280,850|—|$280,850|

| EIDE BAILLY, LLP|NONE|$33,600|—|$33,600|

| CHEIRON|NONE|$30,803|—|$30,803|

| KRAW LAW GROUP|NONE|$29,647|—|$29,647|

| SEGAL SELECT INSURANCE SERVICES|NONE|—|$10,784|$10,784|

| UNION BANK|NONE|$5,893|—|$5,893|

### Verified Provider Profiles

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

- [EIDE BAILLY, LLP](https://planprovider.pro/provider/eide-bailly-llp) — NONE

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $391,577

- **Estimated Expense Ratio:** 2.778% 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|$4,486,609|—|$280,850|$33,600|—|

| 2023|$814,674|—|$285,071|$32,000|—|

| 2022|$1,260,467|—|$236,854|—|$96,023|

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