Plan Snapshot
- Plan Sponsor: King Estate Winery, Limited Partnership(Oregon)
- Sponsor EIN: 931283205
- Sponsor Address: 80854 TERRITORIAL HIGHWAY, EUGENE, OR, 974059715
- Plan Type: 401(k)
- Total Participants: 79
- Total Assets: $6.1M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 79 | $6.1M | $162,475 | $323,293 |
| 2023 | 89 | $5.3M | $162,687 | $306,597 |
| 2022 | 78 | $4.5M | $145,461 | $284,019 |
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 |
|---|---|---|---|---|
| ALDRICH CPAS AND ADVISORS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ALDRICH CPAS AND ADVISORS — 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 | $26,197 | $1,382 | — | — | — |
| 2023 | $22,623 | $796 | — | — | — |
| 2022 | $21,921 | $294 | — | — | — |