# San Antonio Winery, INC. 401(k) Plan
Source: https://planprovider.pro/companies/san-antonio-winery-inc-401k-plan

> San Antonio Winery, INC.'s 401(k) plan: 424 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [RIVERA JAMJIAN & ASSOCIATES, LLP](https://planprovider.pro/provider/rivera-jamjian-and-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|—|—|

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