# E. & J. Gallo Winery 401(k) Plan
Source: https://planprovider.pro/companies/e-j-gallo-winery-401k-plan-015

> E. & J. Gallo Winery's 401(k) plan: 2,396 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|—|—|

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