Plan Snapshot
- Plan Sponsor: Gallo Vineyards, INC.
- Sponsor EIN: 941409660
- Sponsor Address: P.O. BOX 1130, MODESTO, CA, 953534354
- Plan Type: DB
- Total Participants: 137
- Total Assets: $32.5M
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 | 137 | $32.5M | $0 | $0 |
| 2023 | 158 | $31.7M | $0 | $0 |
| 2022 | 226 | $31.1M | $0 | $0 |
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 |
|---|---|---|---|---|
| AON CONSULTING | ACTUARY | $96,823 | — | $96,823 |
| ARROWSTREET CAPITAL LIMITED PARTNER | INVESTMENT MANAGEMENT | $57,243 | — | $57,243 |
| LOOMIS, SAYLES & COMPANY, L.P | INVESTMENT MANAGEMENT | $17,969 | — | $17,969 |
| NORTHERN TRUST CORPORATION | TRUSTEE | $17,581 | — | $17,581 |
| BARBICH,HOOPER,KING,DILL,HOFFMAN | AUDITOR | $5,421 | — | $5,421 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- AON CONSULTING — ACTUARY
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $195,037
- Estimated Expense Ratio: 0.600% 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 | $244,527 | $75,212 | — | $5,421 | — |
| 2023 | $223,271 | $78,532 | — | — | — |
| 2022 | $246,772 | $85,447 | — | — | $114,157 |