Plan Snapshot
- Plan Sponsor: The Country Vintner, INC. D/B/A Winebow
- Sponsor EIN: 541145524
- Sponsor Address: 4800 COX ROAD, GLEN ALLEN, VA, 230606524
- Plan Type: 401(k)
- Total Participants: 1,363
- Total Assets: $144.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 1,363 | $144.0M | $2.5M | $8.7M |
| 2023 | 1,378 | $130.9M | $1.8M | $8.4M |
| 2022 | 1,448 | $113.6M | $1.4M | $8.2M |
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 |
|---|---|---|---|---|
| RSM US LLP | Auditor | $24,990 | — | $24,990 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RSM US LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $24,990
- Estimated Expense Ratio: 0.017% 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 | $692,036 | $40,854 | $585,338 | $24,990 | — |
| 2023 | $204,160 | $61,714 | $142,446 | — | — |
| 2022 | $233,611 | $81,466 | $129,045 | — | $23,100 |