Plan Snapshot
- Plan Sponsor: Oliver Wine Company, INC.
- Sponsor EIN: 351272565
- Sponsor Address: 200 EAST WINERY ROAD, BLOOMINGTON, IN, 47404
- Plan Type: 401(k)
- Total Participants: 98
- Total Assets: $42.3M
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 | 98 | $42.3M | $12,208 | $374,160 |
| 2023 | 75 | $37.4M | $258,913 | $354,306 |
| 2022 | 77 | $45.8M | $233,743 | $327,889 |