# Paul Hobbs Winery, LP 401(k) Plan
Source: https://planprovider.pro/companies/paul-hobbs-winery-lp-401k-plan

> Paul Hobbs Winery, LP's 401(k) plan: 130 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Paul Hobbs Winery, LP

- **Sponsor EIN:** 680251767

- **Sponsor Address:** 3355 GRAVENSTEIN HIGHWAY NORTH, SEBASTOPOL, CA, 95472

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

- **Total Participants:** 130

- **Total Assets:** $7.8M

## 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|130|$7.8M|$316,396|$610,239|

| 2023|89|$6.7M|$531,447|$581,014|

| 2022|66|$5.7M|$126,613|$495,143|

## 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|

| OSAIC WEALTH INC|INVESTMENT ADVISOR|$21,298|—|$21,298|

| EMPOWER ANNUITY INSURANCE COMPANY O|RECORDKEEPER|$15,668|—|$15,668|

| METZ CPA, PLLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [METZ CPA, PLLC](https://planprovider.pro/provider/metz-cpa-pllc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $36,966

- **Estimated Expense Ratio:** 0.476% 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|$44,123|$28,455|—|—|—|

| 2023|$35,863|$22,637|—|—|—|

| 2022|$37,872|$22,478|$15,394|—|—|

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