# Fior Di Sole, LLC 401(k) Plan
Source: https://planprovider.pro/companies/fior-di-sole-llc-401k-plan

> Fior Di Sole, LLC's 401(k) plan: 200 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Fior Di Sole, LLC

- **Sponsor EIN:** 461604095

- **Sponsor Address:** 2515 NAPA VALLEY CORPORATE DRIVE, NAPA, CA, 94558

- **Plan Type:** 401(k)

- **Total Participants:** 200

- **Total Assets:** $5.2M

## 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:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|200|$5.2M|$258,922|$525,712|

| 2023|226|$4.4M|$212,225|$412,326|

| 2022|219|$3.4M|$161,863|$312,312|

## 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|

| RAYMOND JAMES FINANCIAL SVCS., INC.|ADVISOR|$23,887|—|$23,887|

| JOHN HANCOCK|RECORDKEEPER|$12,278|—|$12,278|

| BAKER TILLY US, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [RAYMOND JAMES FINANCIAL SVCS., INC.](https://planprovider.pro/provider/raymond-james-financial-inc) — ADVISOR

- [JOHN HANCOCK](https://planprovider.pro/provider/john-hancock) — RECORDKEEPER

- [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:** $36,165

- **Estimated Expense Ratio:** 0.695% 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|$37,899|—|$37,899|—|—|

| 2023|$17,142|—|$16,392|—|—|

| 2022|$3,925|—|$975|—|$2,950|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/fior-di-sole-llc-401k-plan)

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