# Gallo Vineyards, INC. DB Plan
Source: https://planprovider.pro/companies/gallo-vineyards-inc-plan

> Gallo Vineyards, INC.'s DB plan: 137 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/alight-solutions) — 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|

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