Plan Snapshot
- Plan Sponsor: New Pina Vineyard Management, LLC Dba Pina Vineyard Management
- Sponsor EIN: 472603457
- Sponsor Address: PO BOX 373, OAKVILLE, CA, 94562
- Plan Type: 401(k)
- Total Participants: 114
- Total Assets: $7.1M
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 | 114 | $7.1M | $232,074 | $493,700 |
| 2023 | 98 | $6.6M | $234,508 | $515,265 |
| 2022 | 94 | $5.6M | $253,562 | $534,667 |
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 |
|---|---|---|---|---|
| TRANSAMERICA FINANCIAL LIFE INS CO | Recordkeeper | $57,467 | — | $57,467 |
| ADMIN. GROUP, LLC DBA TAG RESOURCES | Other Service Provider | $21,460 | — | $21,460 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA FINANCIAL LIFE INS CO — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $78,927
- Estimated Expense Ratio: 1.109% 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 | $78,927 | — | — | — | — |
| 2023 | $74,593 | — | $23,533 | — | — |
| 2022 | $66,637 | — | $66,637 | — | — |