Plan Ledger DOL Form 5500 · updated monthly

Beckstoffer Vineyards401(k)

BECKSTOFFER VINEYARDS SAFE HARBOR 401(K) RETIREMENT SAVINGS PLAN · RUTHERFORD, CA · plan year 2024

Reported admin expense ratio · 2024
0.41%

Peer grade: B · admin costs + employer contributions vs same-size plans · how grading works

Beckstoffer Vineyards reported $76,631 in plan administrative expenses for 2024: 0.41% of average plan assets, above the peer median. Employer contributions averaged $3,673 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 1 year on file its reported administrative ratio rose from 0.25% to 0.41%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other agriculture, forestry & fishing employers. By assets it is the 3,725th-largest of 9,483 plans among California employers on file, and the 256th of 945 in agriculture, forestry & fishing. In 2024, employees put in $1.53 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$19,322,286
Participants with balances131
Active participants132
Employer contributions$484,838
Employee contributions$742,388
Employer contribution per active participant$3,673
Average account balance$147,498
Benefits paid to participants$2,397,570
Plan auditUnmodified (clean) audit opinion
AuditorHILLBERG & COMPANY INC CPA
Plan history3
Yearassets · accounts · employer contribution
2024$19.3M · 131 accts · $485K emplr
2023$18.5M · 136 accts · $481K emplr
2022$17.0M · 127 accts · $488K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$30,511
Investment management$46,120
Total administrative$76,631
The Beckstoffer Vineyards 401(k) match · 2024
Employer contribution per active participant$3,673
Median for plans this size$2,416
2024$3,673 per active participant
2023$4,413 per active participant
2022$3,618 per active participant

Beckstoffer Vineyards's 2024 employer contribution ran above the $2,416 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
WORLD INVESTMENT ADVISORS LLC · Investment advisory (plan)$46,120

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$76,631 · 0.41%
2023$44,614 · 0.25%
2022Not separately reported
Similar plansAgriculture, Forestry & Fishing · California
Saticoy Lemon Association CA$20.0M · 0.31%
Apeel Technology, Inc. CA$19.7M · 0.10%
West Coast Turf CA$19.1M · 0.40%
AG Rx CA$18.7M · 0.15%

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Source: U.S. Department of Labor, Form 5500 series, EIN 942463903 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.