Plan Snapshot
- Plan Sponsor: The Wine Group, INC.
- Sponsor EIN: 942756233
- Sponsor Address: 17000 E. HWY 120, RIPON, CA, 95366
- Plan Type: 401(k)
- Total Participants: 623
- Total Assets: $135.7M
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 | 623 | $135.7M | $4.1M | $6.4M |
| 2023 | 711 | $127.8M | $4.1M | $6.2M |
| 2022 | 688 | $116.2M | $4.1M | $6.1M |
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 |
|---|---|---|---|---|
| CAMPELL TAYLOR WASHBURN | 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 | $307,192 | $267,623 | — | — | — |
| 2023 | $281,287 | $240,729 | — | — | — |
| 2022 | $301,566 | $18,300 | — | — | $7,254 |