# Vintners Inn 401(k) Plan
Source: https://planprovider.pro/companies/vintners-inn-401k-plan

> Vintners Inn's 401(k) plan: 0 participants, plan year 2023 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2023.

## Plan Snapshot

- **Plan Sponsor:** Vintners Inn

- **Sponsor EIN:** 680447854

- **Sponsor Address:** 4350 BARNES ROAD, SANTA ROSA, CA, 95403

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

- **Total Participants:** 0

- **Total Assets:** $0

## 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|0|$0|$0|$0|

| 2023|0|$1.5M|$105,113|$127,054|

| 2022|153|$2.7M|$156,661|$270,541|

## 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|

| ASSOCIATED PENSION CONSULTANTS INC|TPA|$48,414|$37,270|$85,684|

| EMPOWER ANNUITY INS CO OF AMERICA|RECORDKEEPER|$18,846|—|$18,846|

| WELLS FARGO ADVISORS LLC|INVESTMENT ADVISOR|$11,576|—|$11,576|

| LEE CPA AUDIT GROUP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [LEE CPA AUDIT GROUP](https://planprovider.pro/provider/lee-cpa-audit-group) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $116,106

### 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|$34,596|$8,794|—|—|—|

| 2023|$16,011|$12,312|—|—|—|

| 2022|$14,446|—|$12,739|—|$1,707|

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