# Fn Cellars, LLC 401(k) Plan
Source: https://planprovider.pro/companies/fn-cellars-llc-401k-plan

> Fn Cellars, LLC's 401(k) plan: 236 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Fn Cellars, LLC

- **Sponsor EIN:** 463975808

- **Sponsor Address:** POST OFFICE BOX 327, OAKVILLE, CA, 94562

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

- **Total Participants:** 236

- **Total Assets:** $22.4M

## 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:** Yes

## Plan Financials by Year

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

| 2024|236|$22.4M|$874,346|$1.5M|

| 2023|172|$19.7M|$834,570|$1.4M|

| 2022|175|$15.9M|$705,919|$1.3M|

## 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|

| GLOBAL RETIREMENT PARTNERS LLC|ADVISOR|$29,161|—|$29,161|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$19,440|—|$19,440|

| WELLTH ADVISORY SERVICES LLC|ADVISOR|$10,852|—|$10,852|

| FRANK RIMERMAN CO LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [GLOBAL RETIREMENT PARTNERS LLC](https://planprovider.pro/provider/global-retirement-partners-llc) — ADVISOR

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [FRANK RIMERMAN CO LLP](https://planprovider.pro/provider/frank-rimerman-and-co-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $59,453

- **Estimated Expense Ratio:** 0.265% 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|$63,304|$43,864|—|—|—|

| 2023|$59,597|$37,402|—|—|—|

| 2022|$59,854|$2,632|—|—|—|

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