# Huneeus Vintners LLC 401(k) Plan
Source: https://planprovider.pro/companies/huneeus-vintners-llc-401k-plan

> Huneeus Vintners LLC's 401(k) plan: 294 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/huneeus-vintners-llc-401k-plan)

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