# The Wine Group, INC. 401(k) Plan
Source: https://planprovider.pro/companies/the-wine-group-inc-401k-plan-001

> The Wine Group, INC.'s 401(k) plan: 623 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 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|

| SCHWAB RETIREMENT PLAN SERVICES,INC|NONE|$291,782|—|$291,782|

| GERBER KAWASAKI WEALTH &|NONE|$7,506|—|$7,506|

| HB WEALTH MANAGEMENT LLC|NONE|$5,661|—|$5,661|

| CAMPELL TAYLOR WASHBURN|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [SCHWAB RETIREMENT PLAN SERVICES,INC](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $304,949

- **Estimated Expense Ratio:** 0.225% 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|$307,192|$267,623|—|—|—|

| 2023|$281,287|$240,729|—|—|—|

| 2022|$301,566|$18,300|—|—|$7,254|

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