# J. Lohr Winery Corporation DC Plan
Source: https://planprovider.pro/companies/j-lohr-winery-corporation-plan-002

> J. Lohr Winery Corporation's DC plan: 207 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** J. Lohr Winery Corporation

- **Sponsor EIN:** 942241621

- **Sponsor Address:** 1000 LENZEN AVE, SAN JOSE, CA, 95126

- **Plan Type:** DC

- **Total Participants:** 207

- **Total Assets:** $43.5M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|207|$43.5M|$565,055|$1.8M|

| 2023|198|$37.6M|$552,685|$1.8M|

| 2022|195|$34.9M|$553,425|$1.7M|

## 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|

| 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:** $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|-$236|—|—|—|—|

| 2023|-$3,491|—|—|—|—|

| 2022|$3,439|—|—|—|—|

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