Plan Snapshot
- Plan Sponsor: Mesa Vineyard Management, INC.
- Sponsor EIN: 770202905
- Sponsor Address: 110 GIBSON ROAD, TEMPLETON, CA, 93465
- Plan Type: 401(k)
- Total Participants: 445
- Total Assets: $18.5M
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 | 445 | $18.5M | $641,617 | $992,366 |
| 2023 | 408 | $18.4M | $591,897 | $936,311 |
| 2022 | 326 | $16.3M | $556,676 | $842,862 |
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 |
|---|---|---|---|---|
| EVOLVE RETIREMENT PLAN SOLUTIONS | Recordkeeper | $42,363 | — | $42,363 |
| CORVUS WEALTH | Investment Advisor | $25,574 | — | $25,574 |
| HICKS PENSION SERVICES | Recordkeeper | $10,975 | — | $10,975 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $78,912
- Estimated Expense Ratio: 0.426% 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 | $85,471 | — | — | — | — |
| 2023 | $81,231 | $25,231 | $23,541 | — | — |
| 2022 | $73,137 | — | — | — | $73,137 |