Plan Snapshot
- Plan Sponsor: San Antonio Winery, INC.
- Sponsor EIN: 951824179
- Sponsor Address: 737 LAMAR STREET, LOS ANGELES, CA, 90031
- Plan Type: 401(k)
- Total Participants: 424
- Total Assets: $34.3M
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 | 424 | $34.3M | $2.8M | $1.9M |
| 2023 | 396 | $26.9M | $0 | $1.6M |
| 2022 | 341 | $23.0M | $2.0M | $1.3M |
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 |
|---|---|---|---|---|
| SNOWDEN CAPITAL ADVISORS LLC | ADVISOR | $61,210 | — | $61,210 |
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $43,790 | — | $43,790 |
| RIVERA JAMJIAN & ASSOCIATES, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- RIVERA JAMJIAN & ASSOCIATES, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $105,000
- Estimated Expense Ratio: 0.306% 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 | $105,000 | $61,210 | — | — | — |
| 2023 | $81,276 | $47,603 | — | — | — |
| 2022 | $81,067 | — | $81,067 | — | — |