# Terlato Wine Group, Ltd. 401(k) Plan
Source: https://planprovider.pro/companies/terlato-wine-group-ltd-401k-plan

> Terlato Wine Group, Ltd.'s 401(k) plan: 230 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Terlato Wine Group, Ltd.

- **Sponsor EIN:** 363148484

- **Sponsor Address:** 900 ARMOUR DRIVE, LAKE BLUFF, IL, 60044

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

- **Total Participants:** 230

- **Total Assets:** $43.8M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** Yes

- **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|230|$43.8M|$346,078|$2.1M|

| 2023|240|$39.2M|$335,780|$1.9M|

| 2022|213|$34.2M|$518,632|$1.9M|

## 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|

| CROWE, 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|$58,587|$9,838|—|—|—|

| 2023|$52,102|$20,253|—|—|—|

| 2022|$69,283|$39,165|—|—|—|

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