# Cline Cellars, INC. 401(k) Plan
Source: https://planprovider.pro/companies/cline-cellars-inc-401k-plan

> Cline Cellars, INC.'s 401(k) plan: 175 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Cline Cellars, INC.

- **Sponsor EIN:** 680247575

- **Sponsor Address:** 24737 ARNOLD DRIVE, SONOMA, CA, 95476

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

- **Total Participants:** 175

- **Total Assets:** $10.0M

## 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|175|$10.0M|$211,832|$468,429|

| 2023|285|$8.8M|$260,727|$577,854|

| 2022|243|$8.2M|$179,251|$561,329|

## 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|

| EMPOWER ANNUITY INSURANCE COMPANY|RECORDKEEPER|$20,913|—|$20,913|

| GLOBAL RETIREMENT PARTNERS LLC|INVESTMENT ADVISOR|$10,627|—|$10,627|

| WELLTH ADVISORY SERVICES LLC|INVESTMENT ADVISOR|$8,157|—|$8,157|

| BFBA, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [BFBA, LLP](https://planprovider.pro/provider/bfba-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $39,697

- **Estimated Expense Ratio:** 0.397% 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|$43,985|$23,072|—|—|—|

| 2023|$40,301|$20,178|$20,123|—|—|

| 2022|$40,277|$18,634|$21,643|—|—|

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