Plan Snapshot
- Plan Sponsor: Wente Vineyards
- Sponsor EIN: 941051349
- Sponsor Address: 5565 TESLA ROAD, LIVERMORE, CA, 945509149
- Plan Type: 401(k)
- Total Participants: 178
- Total Assets: $33.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 178 | $33.9M | $745,087 | $1.4M |
| 2023 | 190 | $30.6M | $785,745 | $1.5M |
| 2022 | 211 | $29.1M | $811,263 | $1.5M |
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 COMPANY O | RECORDKEEPER | $138,235 | — | $138,235 |
| SBHU LIFE AGENCY INC | BROKER/ADVISER | — | $77,172 | $77,172 |
| SENSIBA LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SENSIBA LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $215,407
- Estimated Expense Ratio: 0.635% 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 | $137,881 | — | — | — | — |
| 2023 | $141,730 | — | — | — | — |
| 2022 | $140,208 | $114,863 | $25,345 | — | — |