# Roederer Estate INC. 401(k) Plan
Source: https://planprovider.pro/companies/roederer-estate-inc-401k-plan

> Roederer Estate INC.'s 401(k) plan: 136 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Roederer Estate INC.

- **Sponsor EIN:** 942847615

- **Sponsor Address:** 383 FOURTH ST, SUITE 400, OAKLAND, CA, 94607

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

- **Total Participants:** 136

- **Total Assets:** $39.8M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|136|$39.8M|$958,161|$1.3M|

| 2023|155|$35.3M|$882,595|$1.2M|

| 2022|155|$28.8M|$781,243|$1.1M|

## 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|

| STANCORP FINANCIAL GROUP|NONE|$12,095|—|$12,095|

| METZ CPA, PLLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [STANCORP FINANCIAL GROUP](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

- [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:** $12,095

- **Estimated Expense Ratio:** 0.030% 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|$980|—|$980|—|—|

| 2023|$134|—|$134|—|—|

| 2022|$230|—|$230|—|—|

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

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