# Halter Winery, LLC 401(k) Plan
Source: https://planprovider.pro/companies/halter-winery-llc-401k-plan

> Halter Winery, LLC's 401(k) plan: 67 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Halter Winery, LLC

- **Sponsor EIN:** 010581749

- **Sponsor Address:** 8910 ADELAIDA ROAD, PASO ROBLES, CA, 93446

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

- **Total Participants:** 67

- **Total Assets:** $4.9M

## 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|67|$4.9M|$241,992|$234,949|

| 2023|59|$4.0M|$411,587|$204,011|

| 2022|102|$3.0M|$169,060|$177,617|

## 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|

| CALIBER AUDIT & ATTEST, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [CALIBER AUDIT & ATTEST, LLP](https://planprovider.pro/provider/caliber-audit-and-attest-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $0

### 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|$585|—|$585|—|—|

| 2023|$1,365|—|$1,365|—|—|

| 2022|—|—|—|—|—|

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