# E. & J. Gallo Winery 401(k) Plan
Source: https://planprovider.pro/companies/e-j-gallo-winery-941009696-515

> E. & J. Gallo Winery's 401(k) plan: 5,127 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:** 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](https://planprovider.pro/provider/creative-planning) — 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|—|—|

## Similar Plans

- [E. & J. Gallo Winery](https://planprovider.pro/companies/e-j-gallo-winery-941009696-516) — 6,805 participants

- [E. & J. Gallo Winery](https://planprovider.pro/companies/e-j-gallo-winery-401k-plan-011) — 4,613 participants

- [E. & J. Gallo Winery](https://planprovider.pro/companies/e-j-gallo-winery-401k-plan-015) — 2,396 participants

- [Jackson Family Enterprises INC.](https://planprovider.pro/companies/jackson-family-enterprises-inc-401k-plan) — 1,859 participants

- [Jackson Family Enterprises](https://planprovider.pro/companies/jackson-family-enterprises-205780901-501) — 1,705 participants

- [Sutter Home Winery, INC.](https://planprovider.pro/companies/sutter-home-winery-inc-plan) — 1,140 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/e-j-gallo-winery-941009696-515)

© 2026 PlanProvider.Pro