Plan Snapshot
- Plan Sponsor: Wine Institute
- Sponsor EIN: 940987020
- Sponsor Address: 915 L STREET, SACRAMENTO, CA, 95814
- Plan Type: 401(k)
- Total Participants: 42
- Total Assets: $17.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 42 | $17.5M | $292,110 | $691,509 |
| 2023 | 38 | $14.6M | $282,222 | $642,620 |
| 2022 | 39 | $13.3M | $270,563 | $603,544 |