Plan Snapshot
- Plan Sponsor: Ruby Wines, INC.
- Sponsor EIN: 042036447
- Sponsor Address: 625 BODWELL STREET EXT., AVON, MA, 023221019
- Plan Type: 401(k)
- Total Participants: 154
- Total Assets: $19.1M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 154 | $19.1M | $120,000 | $678,984 |
| 2023 | 155 | $19.1M | $150,000 | $674,829 |
| 2022 | 140 | $17.3M | $150,000 | $627,351 |
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 |
|---|---|---|---|---|
| CITRIN COOPERMAN & COMPANY LLP | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $67,498 | $46,321 | $21,177 | — | — |
| 2023 | $68,208 | $41,806 | $26,402 | — | — |
| 2022 | $68,003 | $44,634 | $23,369 | — | — |