# Winedirect, INC. 401(k) Plan
Source: https://planprovider.pro/companies/winedirect-inc-401k-plan

> Winedirect, INC.'s 401(k) plan: 277 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|—|—|

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