# Delicato Vineyards, LLC, A Delaware Limited Liability Company 401(k) Plan
Source: https://planprovider.pro/companies/delicato-vineyards-llc-401k-plan

> Delicato Vineyards, LLC, A Delaware Limited Liability Company's 401(k) plan: 1,045 participants, plan year 2024 financials, providers, and benchmarks from Fo…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Delicato Vineyards, LLC, A Delaware Limited Liability Company

- **Sponsor EIN:** 942212174

- **Sponsor Address:** 12001 S HIGHWAY 99, MANTECA, CA, 953369209

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

- **Total Participants:** 1,045

- **Total Assets:** $145.8M

## 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|1,045|$145.8M|$4.1M|$9.1M|

| 2023|1,050|$130.0M|$3.9M|$8.8M|

| 2022|1,138|$113.4M|$4.2M|$9.0M|

## 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|

| ATHERTON AND ASSOCIATES, LLP|Auditor|—|—|$0|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $0

### 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|$311,325|$166,954|—|—|—|

| 2023|$310,739|$137,211|—|—|—|

| 2022|$359,772|$323,113|$36,659|—|—|

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