# Wente Vineyards 401(k) Plan
Source: https://planprovider.pro/companies/wente-vineyards-401k-plan

> Wente Vineyards's 401(k) plan: 178 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|—|—|

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