# Crimson Wine Group, Ltd. 401(k) Plan
Source: https://planprovider.pro/companies/crimson-wine-group-ltd-401k-plan

> Crimson Wine Group, Ltd.'s 401(k) plan: 199 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

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

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