Plan Snapshot
- Plan Sponsor: Vine Dining Enterprises, INC.
- Sponsor EIN: 680289336
- Sponsor Address: 3031 TISCH WAY, SUITE 90, SAN JOSE, CA, 951282520
- Plan Type: 401(k)
- Total Participants: 320
- Total Assets: $2.1M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 320 | $2.1M | $332,979 | $634,452 |
| 2023 | 289 | $1.1M | $275,310 | $379,840 |
| 2022 | 254 | $102,957 | $44,806 | $58,269 |
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 | $18,556 | — | $18,556 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $18,556
- Estimated Expense Ratio: 0.872% 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 | $22,228 | $3,672 | $18,556 | — | — |
| 2023 | $3,620 | — | $3,620 | — | — |
| 2022 | $6 | $6 | — | — | — |