# Wine Institute 401(k) Plan
Source: https://planprovider.pro/companies/wine-institute-401k-plan

> Wine Institute's 401(k) plan: 42 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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