# Vino Farms, LLC 401(k) Plan
Source: https://planprovider.pro/companies/vino-farms-llc-401k-plan

> Vino Farms, LLC's 401(k) plan: 259 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Vino Farms, LLC

- **Sponsor EIN:** 900393874

- **Sponsor Address:** 1377 E. LODI AVENUE, LODI, CA, 95240

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

- **Total Participants:** 259

- **Total Assets:** $14.3M

## 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|259|$14.3M|$107,638|$642,927|

| 2023|244|$12.8M|$102,878|$609,930|

| 2022|251|$11.3M|$102,345|$600,909|

## 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|

| EMPOWER ANNUITY INSURANCE CO. OF AM|RECORDKEEPER|$73,786|—|$73,786|

| MMA SECURITIES LLC|INVESTMENT ADVISOR|$26,045|—|$26,045|

| SAN DIEGO PENSION CONSULTANTS|CONTRACT ADMIN|$3,390|$6,541|$9,931|

| AUDIT AND TAX SOLUTIONS, CPAS, INC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [MMA SECURITIES LLC](https://planprovider.pro/provider/lpl-financial-llc) — INVESTMENT ADVISOR

- [AUDIT AND TAX SOLUTIONS, CPAS, INC](https://planprovider.pro/provider/audit-and-tax-solutions-cpas-inc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $109,762

- **Estimated Expense Ratio:** 0.767% 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|$72,493|—|$72,493|—|—|

| 2023|$68,941|—|$65,741|—|—|

| 2022|$96,057|$85,810|$10,247|—|—|

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