Plan Snapshot
- Plan Sponsor: V. Sattui Winery, INC.
- Sponsor EIN: 942684602
- Sponsor Address: 1111 WHITE LANE, ST. HELENA, CA, 945741551
- Plan Type: 401(k)
- Total Participants: 117
- Total Assets: $15.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 117 | $15.0M | $542,033 | $306,357 |
| 2023 | 118 | $15.0M | $569,111 | $311,104 |
| 2022 | 121 | $12.5M | $527,003 | $294,305 |
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 |
|---|---|---|---|---|
| JOHANSON & YAU ACCOUNTANCY CORP. | 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 | $39,466 | — | $39,466 | — | — |
| 2023 | $30,667 | — | $30,667 | — | — |
| 2022 | $30,403 | — | $30,403 | — | — |