Plan Snapshot
- Plan Sponsor: Crimson Wine Group, Ltd.
- Sponsor EIN: 900609506
- Sponsor Address: 5901 SILVERADO TRAIL, NAPA, CA, 94558
- Plan Type: 401(k)
- Total Participants: 199
- Total Assets: $16.3M
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 | 199 | $16.3M | $485,511 | $1.3M |
| 2023 | 181 | $13.9M | $489,148 | $1.3M |
| 2022 | 185 | $11.3M | $451,841 | $1.3M |
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 |
|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | INVESTMENT ADVISOR | $29,250 | — | $29,250 |
| EMPOWER ANNUITY INSURANCE COMPANY O | RECORDKEEPER | $24,687 | — | $24,687 |
| EMPOWER ADVISORY GROUP, LLC | INVESTMENT MGMT | $16,564 | — | $16,564 |
| BPM LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BPM LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $70,501
- Estimated Expense Ratio: 0.433% 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 | $70,501 | $45,814 | — | — | — |
| 2023 | $70,101 | $39,002 | — | — | — |
| 2022 | $66,202 | — | $66,202 | — | — |