Plan Snapshot
- Plan Sponsor: Domaine Carneros Ltd
- Sponsor EIN: 943027255
- Sponsor Address: 1240 DUHIG RD, NAPA, CA, 945599713
- Plan Type: 401(k)
- Total Participants: 128
- Total Assets: $10.8M
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 | 128 | $10.8M | $287,266 | $633,951 |
| 2023 | 114 | $10.8M | $278,027 | $598,350 |
| 2022 | 110 | $9.1M | $280,505 | $583,070 |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | CONTRACT ADMINISTRATOR | $20,593 | — | $20,593 |
| MERRILL LYNCH PIERCE FENNER & SMITH | CONSULTANT | $17,391 | $13 | $17,404 |
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $37,997
- Estimated Expense Ratio: 0.350% 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 | $37,992 | $6,524 | $20,594 | — | — |
| 2023 | $37,993 | $3,740 | $28,019 | — | — |
| 2022 | $52,279 | — | $52,279 | — | — |