# Niebaum-Coppola Estate Winery, LP 401(k) Plan
Source: https://planprovider.pro/companies/niebaum-coppola-estate-winery-lp-401k-plan

> Niebaum-Coppola Estate Winery, LP's 401(k) plan: 174 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Niebaum-Coppola Estate Winery, LP

- **Sponsor EIN:** 680279391

- **Sponsor Address:** P.O. BOX 208, RUTHERFORD, CA, 94573

- **Plan Type:** 401(k)

- **Total Participants:** 174

- **Total Assets:** $39.1M

## 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|174|$39.1M|$318,927|$888,008|

| 2023|95|$38.0M|$301,725|$813,012|

| 2022|164|$35.4M|$325,739|$869,054|

## 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|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$37,399|—|$37,399|

| NEWFRONT RETIREMENT SERVICES INC|ADVISOR|$34,399|—|$34,399|

| CARON & BLETZER PLLC|Auditor|$3,300|—|$3,300|

### Verified Provider Profiles

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

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [CARON & BLETZER PLLC](https://planprovider.pro/provider/caron-bletzer) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $75,098

- **Estimated Expense Ratio:** 0.192% 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|$75,099|$34,399|—|$3,300|—|

| 2023|$72,747|$32,612|—|—|—|

| 2022|$91,657|—|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/niebaum-coppola-estate-winery-lp-401k-plan)

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