# Oliver Wine Company, INC. 401(k) Plan
Source: https://planprovider.pro/companies/oliver-wine-company-inc-401k-plan

> Oliver Wine Company, INC.'s 401(k) plan: 98 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/oliver-wine-company-inc-401k-plan)

© 2026 PlanProvider.Pro