# New Pina Vineyard Management, LLC Dba Pina Vineyard Management 401(k) Plan
Source: https://planprovider.pro/companies/new-pina-vineyard-management-llc-dba-pina-vineyard-management-401k-plan

> New Pina Vineyard Management, LLC Dba Pina Vineyard Management's 401(k) plan: 114 participants, plan year 2024 financials, providers, and benchmarks from For…

Form 5500 filing data for plan year 2024.

## 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|

| COULTER & JUSTUS|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|$78,927|—|—|—|—|

| 2023|$74,593|—|$23,533|—|—|

| 2022|$66,637|—|$66,637|—|—|

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