Plan Snapshot
- Plan Sponsor: Jasmine Vineyards, INC.
- Sponsor EIN: 952745235
- Sponsor Address: 11239 FAMOSA - PORTERVILLE HWY., DELANO, CA, 93215
- Plan Type: DC
- Total Participants: 548
- Total Assets: $11.2M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 548 | $11.2M | $572,791 | $0 |
| 2023 | 525 | $9.9M | $533,806 | $0 |
| 2022 | 450 | $9.0M | $572,254 | $0 |
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 — 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 | $89,590 | $71,799 | — | — | — |
| 2023 | $65,404 | — | $65,404 | — | — |
| 2022 | $71,257 | — | $71,257 | — | — |