Plan Snapshot
- Plan Sponsor: O'Neill Vintners & Distillers
- Sponsor EIN: 731707939
- Sponsor Address: 8418 S. LAC JAC AVE, PARLIER, CA, 93648
- Plan Type: 401(k)
- Total Participants: 398
- Total Assets: $22.0M
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 | 398 | $22.0M | $735,318 | $1.7M |
| 2023 | 305 | $18.4M | $817,208 | $1.6M |
| 2022 | 315 | $15.1M | $622,029 | $1.5M |
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 |
|---|---|---|---|---|
| BOWMAN & COMPANY, LLP | 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 | $50,778 | $6,014 | — | — | — |
| 2023 | $43,106 | $6,908 | — | — | — |
| 2022 | $42,844 | $4,499 | — | — | — |