Plan Snapshot
- Plan Sponsor: Huneeus Vintners LLC
- Sponsor EIN: 943333264
- Sponsor Address: 1224 ADAMS ST, ST HELENA, CA, 94574
- Plan Type: 401(k)
- Total Participants: 294
- Total Assets: $12.8M
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 | 294 | $12.8M | $512,442 | $1.0M |
| 2023 | 265 | $10.5M | $492,126 | $920,585 |
| 2022 | 213 | $8.7M | $429,886 | $756,729 |
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 |
|---|---|---|---|---|
| AMERICAN UNITED LIFE INSURANCE CO | NONE | $354 | $66,974 | $67,328 |
| BPM LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BPM LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $67,328
- Estimated Expense Ratio: 0.527% 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 | $204 | — | $204 | — | — |
| 2023 | $203 | — | $203 | — | — |
| 2022 | $143 | — | $143 | — | — |