# Domaine Carneros Ltd 401(k) Plan
Source: https://planprovider.pro/companies/domaine-carneros-ltd-401k-plan

> Domaine Carneros Ltd's 401(k) plan: 128 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

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

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