# The Wine Enthusiast, INC. 401(k) Plan
Source: https://planprovider.pro/companies/the-wine-enthusiast-inc-401k-plan

> The Wine Enthusiast, INC.'s 401(k) plan: 145 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** The Wine Enthusiast, INC.

- **Sponsor EIN:** 133210603

- **Sponsor Address:** 200 SUMMIT LAKE DRIVE, VALHALLA, NY, 10595

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

- **Total Participants:** 145

- **Total Assets:** $18.0M

## 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|145|$18.0M|$145,762|$737,197|

| 2023|146|$14.4M|$60,160|$247,899|

| 2022|150|$12.6M|$237,154|$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|

| MSPC CERTIFIED PUBLIC ACCOUNTS|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [MSPC CERTIFIED PUBLIC ACCOUNTS](https://planprovider.pro/provider/mspc-certified-public-accountants-and) — Auditor

## 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|$53,539|—|—|—|—|

| 2023|-$17,556|—|—|—|—|

| 2022|-$7,337|—|—|—|—|

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