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: 372
- Total Assets: $17.2M
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 | 372 | $17.2M | $614,293 | $1.0M |
| 2023 | 358 | $16.2M | $617,558 | $1.1M |
| 2022 | 333 | $14.3M | $602,821 | $1.0M |
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 | $60,448 | — | $60,448 |
| CAMBELL TAYLOR WASHBURN | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $60,448
- Estimated Expense Ratio: 0.351% 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 | $60,498 | $43,073 | — | — | — |
| 2023 | $57,552 | $39,674 | — | — | — |
| 2022 | $56,014 | — | — | — | — |