# Ruby Wines, INC. 401(k) Plan
Source: https://planprovider.pro/companies/ruby-wines-inc-plan-001

> Ruby Wines, INC.'s 401(k) plan: 154 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|

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