Plan Snapshot
- Plan Sponsor: Winedirect, INC.
- Sponsor EIN: 203100579
- Sponsor Address: 450 GREEN ISLAND ROAD, AMERICAN CANYON, CA, 94503
- Plan Type: 401(k)
- Total Participants: 277
- Total Assets: $6.9M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 277 | $6.9M | $408,009 | $921,139 |
| 2023 | 260 | $5.1M | $377,364 | $821,004 |
| 2022 | 275 | $3.3M | $324,733 | $675,720 |
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 |
|---|---|---|---|---|
| SILICON VALLEY ACCOUNTANCY CORP. | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $28,112 | — | $27,662 | — | — |
| 2023 | $18,155 | — | $17,955 | — | — |
| 2022 | $17,651 | — | — | — | — |