# Trefethen Family Winery, LLC 401(k) Plan
Source: https://planprovider.pro/companies/trefethen-family-winery-llc-401k-plan

> Trefethen Family Winery, LLC's 401(k) plan: 103 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Trefethen Family Winery, LLC

- **Sponsor EIN:** 942474359

- **Sponsor Address:** 1160 OAK KNOLL AVE, NAPA, CA, 94558

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

- **Total Participants:** 103

- **Total Assets:** $10.5M

## 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|103|$10.5M|$172,769|$497,051|

| 2023|123|$9.7M|$205,717|$553,906|

| 2022|130|$9.4M|$205,331|$579,079|

## 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|

| PRECEPT ADVISORY GROUP LLC|INVESTMENT/FINANCIAL ADVI|$25,414|—|$25,414|

| BPM LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [BPM LLP](https://planprovider.pro/provider/bpm-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $25,414

- **Estimated Expense Ratio:** 0.241% 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|$28,413|$25,413|—|—|—|

| 2023|$26,152|$23,860|—|—|—|

| 2022|$35,916|—|—|—|—|

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