Plan Snapshot
- Plan Sponsor: E. & J. Gallo Winery
- Sponsor EIN: 941009696
- Sponsor Address: PO BOX 1130, MODESTO, CA, 953531130
- Plan Type: 401(k)
- Total Participants: 2,396
- Total Assets: $301.9M
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 | 2,396 | $301.9M | $8.7M | $13.3M |
| 2023 | 2,497 | $269.6M | $8.2M | $12.7M |
| 2022 | 2,484 | $228.4M | $9.7M | $12.6M |
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 |
|---|---|---|---|---|
| BARBICH HOOPER KING DILL HOFFMANLLP | 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 | $334,132 | $188,563 | — | — | — |
| 2023 | $283,945 | $146,215 | — | — | — |
| 2022 | $266,637 | — | — | — | — |