# The Country Vintner, INC. D/B/A Winebow 401(k) Plan
Source: https://planprovider.pro/companies/the-country-vintner-inc-d-b-a-winebow-401k-plan

> The Country Vintner, INC. D/B/A Winebow's 401(k) plan: 1,363 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|

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