Plan Snapshot
- Plan Sponsor: Folio Wine Company, LLC
- Sponsor EIN: 201713297
- Sponsor Address: 550 GATEWAY DRIVE, NAPA, CA, 94558
- Plan Type: 401(k)
- Total Participants: 57
- Total Assets: $11.9M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 57 | $11.9M | $193,616 | $695,815 |
| 2023 | 69 | $11.7M | $208,276 | $829,444 |
| 2022 | 65 | $9.3M | $202,792 | $743,553 |