# Vintage Wine Estates 401(k) Plan
Source: https://planprovider.pro/companies/vintage-wine-estates-401k-plan

> Vintage Wine Estates's 401(k) plan: 526 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Vintage Wine Estates

- **Sponsor EIN:** 208792279

- **Sponsor Address:** 205 CONCOURSE BOULEVARD, SANTA ROSA, CA, 95403

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

- **Total Participants:** 526

- **Total Assets:** $20.3M

## 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|526|$20.3M|$0|$1.6M|

| 2023|526|$28.9M|$1.3M|$2.6M|

| 2022|578|$23.7M|$987,850|$2.4M|

## 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|

| DEJOY & CO. CPAS, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [DEJOY & CO. CPAS, LLP](https://planprovider.pro/provider/dejoy-and-co-cpas-llp) — Auditor

## 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|$72,184|—|$39,576|—|—|

| 2023|$74,688|—|$47,094|—|—|

| 2022|$105,225|—|$96,345|—|$8,880|

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