Plan Snapshot
- Plan Sponsor: Meadowood Resort, LLC
- Sponsor EIN: 203873166
- Sponsor Address: 900 MEADOWOOD LANE, ST HELENA, CA, 94574
- Plan Type: 401(k)
- Total Participants: 215
- Total Assets: $8.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 215 | $8.7M | $273,285 | $823,311 |
| 2023 | 207 | $9.0M | $247,939 | $704,744 |
| 2022 | 187 | $7.2M | $248,296 | $601,458 |
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 |
|---|---|---|---|---|
| ELSENER & ELSENER LLP | Auditor | — | — | $0 |
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 | $6,653 | $780 | — | — | — |
| 2023 | $3,882 | $541 | — | — | — |
| 2022 | $4,026 | — | — | — | — |