# Mesa Vineyard Management, INC. 401(k) Plan
Source: https://planprovider.pro/companies/mesa-vineyard-management-inc-401k-plan

> Mesa Vineyard Management, INC.'s 401(k) plan: 445 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|ADVISOR|$25,574|—|$25,574|

| HICKS PENSION SERVICES|TPA|$10,975|—|$10,975|

| CLIFTONLARSONALLEN LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [CLIFTONLARSONALLEN LLP](https://planprovider.pro/provider/cliftonlarsonallen-llp) — Auditor

## 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|

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