# Caymus Vineyards 401(k) Plan
Source: https://planprovider.pro/companies/caymus-vineyards-401k-plan

> Caymus Vineyards's 401(k) plan: 395 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Caymus Vineyards

- **Sponsor EIN:** 942151816

- **Sponsor Address:** PO BOX 268, RUTHERFORD, CA, 94573

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

- **Total Participants:** 395

- **Total Assets:** $53.2M

## 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|395|$53.2M|$3.8M|$3.2M|

| 2023|375|$42.2M|$3.2M|$2.6M|

| 2022|349|$32.0M|$2.5M|$2.0M|

## 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|

| STANCORP FINANCIAL GROUP|NONE|$87,928|—|$87,928|

| OSAIC WEALTH, INC.|NONE|$41,491|—|$41,491|

| WOODBURY FINANCIAL SERVICES, INC.|NONE|$15,694|—|$15,694|

| METZ CPA, PLLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [OSAIC WEALTH, INC.](https://planprovider.pro/provider/royal-alliance-associates-inc) — NONE

- [METZ CPA, PLLC](https://planprovider.pro/provider/metz-cpa-pllc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $145,113

- **Estimated Expense Ratio:** 0.273% 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|$145,113|$57,185|$87,928|—|—|

| 2023|$141,480|$30,061|$111,419|—|—|

| 2022|$128,210|—|$128,210|—|—|

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