Plan Snapshot
- Plan Sponsor: E. & J. Gallo Winery
- Sponsor EIN: 941009696
- Sponsor Address: P.O. BOX 1130, MODESTO, CA, 953531130
- Plan Type: 401(k)
- Plan Number: 515
- Total Participants: 5,127
- Total Assets: $28.9M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 5,127 | $28.9M | $68.3M | $19.1M |
| 2023 | 5,388 | $26.7M | $63.4M | $17.9M |
| 2022 | 5,520 | $26.0M | $60.6M | $17.9M |
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 |
|---|---|---|---|---|
| VIVIO HEALTH, INC. RX | Other Service Provider | $4,971,022 | — | $4,971,022 |
| ACCOLADE, INC. | Other Service Provider | $826,248 | — | $826,248 |
| WEBTPA | Other Service Provider | $679,857 | — | $679,857 |
| AETNA NETWORK SERVICES | Other Service Provider | $442,197 | — | $442,197 |
| ASCENDANT HEALTH CARE | Other Service Provider | $370,494 | — | $370,494 |
| EMPYREAN BENEFIT SOLUTIONS, INC. | Other Service Provider | $231,076 | — | $231,076 |
| LOCKTON CONSULTING | Investment Advisor | $171,905 | — | $171,905 |
| EMIPRX HEALTH | Other Service Provider | $64,609 | — | $64,609 |
| EMPLOYERS HEALTH NETWORK, LLC | Other Service Provider | $39,078 | — | $39,078 |
| COLOR GENOMICS | Other Service Provider | $27,571 | — | $27,571 |
| PROGYNY | Other Service Provider | $20,440 | — | $20,440 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LOCKTON CONSULTING — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $7,844,497
- Estimated Expense Ratio: 27.186% 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 | $3,280,633 | — | $3,152,892 | — | — |
| 2023 | $3,392,638 | — | $3,156,887 | — | — |
| 2022 | $2,373,593 | — | $2,269,123 | — | — |