Plan Snapshot
- Plan Sponsor: International Wines, INC.
- Sponsor EIN: 630661487
- Sponsor Address: 100 GILBERT DRIVE, ALABASTER, AL, 35007
- Plan Type: 401(k)
- Total Participants: 56
- Total Assets: $8.5M
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 | 56 | $8.5M | $132,549 | $278,866 |
| 2023 | 143 | $9.6M | $155,338 | $345,113 |
| 2022 | 119 | $8.4M | $183,548 | $362,093 |
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 |
|---|---|---|---|---|
| BORLAND BENEFIELD, P.C. | Auditor | — | — | $0 |
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 | $52,376 | $34,623 | $17,753 | — | — |
| 2023 | $45,666 | $30,332 | $15,334 | — | — |
| 2022 | $69,860 | $8,979 | $5,903 | — | — |