# Jasmine Vineyards, INC. DC Plan
Source: https://planprovider.pro/companies/jasmine-vineyards-inc-plan-001

> Jasmine Vineyards, INC.'s DC plan: 548 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| CHARLES SCHWAB|NONE|$71,799|—|$71,799|

| CALIBER AUDIT & ATTEST, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [CHARLES SCHWAB](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

- [CALIBER AUDIT & ATTEST, LLP](https://planprovider.pro/provider/caliber-audit-and-attest-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $71,799

- **Estimated Expense Ratio:** 0.639% 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|$89,590|$71,799|—|—|—|

| 2023|$65,404|—|$65,404|—|—|

| 2022|$71,257|—|$71,257|—|—|

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