Plan Snapshot
- Plan Sponsor: Treasury Wine Estates Americas Company
- Sponsor EIN: 942227626
- Sponsor Address: 555 GATEWAY DRIVE, NAPA, CA, 94558
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 929
- Total Assets: $129.4M
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 | 929 | $129.4M | $2.2M | $6.8M |
| 2023 | 717 | $117.2M | $2.2M | $6.1M |
| 2022 | 710 | $105.9M | $2.0M | $5.8M |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | Recordkeeper | $197,938 | $3,025 | $200,963 |
| GLOBAL RETIREMENT PARTNERS LLC | Investment Advisor | — | $39,213 | $39,213 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GLOBAL RETIREMENT PARTNERS LLC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $240,176
- Estimated Expense Ratio: 0.186% 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 | $197,939 | — | $197,939 | — | — |
| 2023 | $172,385 | — | $172,385 | — | — |
| 2022 | $168,760 | — | $168,760 | — | — |