# O'Neill Vintners & Distillers 401(k) Plan
Source: https://planprovider.pro/companies/o-neill-vintners-distillers-401k-plan

> O'Neill Vintners & Distillers's 401(k) plan: 398 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| FIDELITY INVESTMENTS INSTITUTIONAL|NONE|$38,387|—|$38,387|

| T ROWE PRICE RPS INC|NONE|$6,391|—|$6,391|

| STRATEGIC ADVISORS, INC.|NONE|$6,014|—|$6,014|

| BOWMAN & COMPANY, LLP|Auditor|—|—|$0|

### 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) — NONE

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — NONE

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $50,792

- **Estimated Expense Ratio:** 0.231% 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|$50,778|$6,014|—|—|—|

| 2023|$43,106|$6,908|—|—|—|

| 2022|$42,844|$4,499|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/o-neill-vintners-distillers-401k-plan)

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