# Folio Wine Company, LLC 401(k) Plan
Source: https://planprovider.pro/companies/folio-wine-company-llc-plan

> Folio Wine Company, LLC's 401(k) plan: 57 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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