# Grape Expectations 401(k) Plan
Source: https://planprovider.pro/companies/grape-expectations-942423490-002

> Grape Expectations's 401(k) plan: 111 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Grape Expectations

- **Sponsor EIN:** 942423490

- **Sponsor Address:** 1091 ESSEX AVENUE, RICHMOND, CA, 94801

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

- **Plan Number:** 002

- **Total Participants:** 111

- **Total Assets:** $7.9M

## 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|111|$7.9M|$244,326|$268,307|

| 2023|102|$6.7M|$366,022|$201,103|

| 2022|87|$5.5M|$0|$177,245|

## 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|

| TRANSAMERICA LI COMPANY|Recordkeeper|$31,552|—|$31,552|

| MERRILL LYNCH LIFE AGENCY, INC.|Investment Advisor|$20,242|—|$20,242|

### Verified Provider Profiles

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

- [TRANSAMERICA LI COMPANY](https://planprovider.pro/provider/transamerica) — Recordkeeper

- [MERRILL LYNCH LIFE AGENCY, INC.](https://planprovider.pro/provider/merrill-lynch) — Investment Advisor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $51,794

- **Estimated Expense Ratio:** 0.659% 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|$55,084|$31,552|$3,289|—|—|

| 2023|$239,837|—|—|—|—|

| 2022|$1,524,146|—|—|—|—|

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