# Joseph Phelps Vineyards, LLC 401(k) Plan
Source: https://planprovider.pro/companies/joseph-phelps-vineyards-llc-401k-plan

> Joseph Phelps Vineyards, LLC's 401(k) plan: 146 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Joseph Phelps Vineyards, LLC

- **Sponsor EIN:** 942899644

- **Sponsor Address:** 200 TAPLIN ROAD, ST HELENA, CA, 94574

- **Plan Type:** 401(k)

- **Total Participants:** 146

- **Total Assets:** $18.3M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **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|146|$18.3M|$775,331|$856,884|

| 2023|150|$17.2M|$628,022|$837,849|

| 2022|161|$16.0M|$529,951|$830,689|

## 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|

| WORLD INVESTMENT ADVISORS LLC|INVESTMENT ADVISOR|$43,014|—|$43,014|

| EMPOWER ANNUITY INSURANCE COMPANY|RECORDKEEPER|$16,156|—|$16,156|

| BURR PILGER MAYER (BPM LLP)|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [BURR PILGER MAYER (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:** $59,170

- **Estimated Expense Ratio:** 0.323% 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|$63,396|$47,240|—|—|—|

| 2023|$60,552|$44,828|—|$4,280|—|

| 2022|$59,494|$48,797|$10,697|—|—|

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