Plan Ledger DOL Form 5500 · updated monthly

Bogle Vineyards Inc401(k)

BOGLE VINEYARDS INC 401(K) RETIREMENT PLAN · CLARKSBURG, CA · plan year 2024

Reported admin expense ratio · 2024
0.05%

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

Bogle Vineyards Inc reported $11,912 in plan administrative expenses for 2024: 0.05% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,617 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 2 years on file its reported administrative ratio rose from 0.01% to 0.05%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other manufacturing employers. By assets it is the 3,251st-largest of 9,483 plans among California employers on file, and the 5,353rd of 13,661 in manufacturing. In 2024, employees put in $2.89 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$23,455,011
Participants with balances195
Active participants320
Employer contributions$517,480
Employee contributions$1,495,529
Employer contribution per active participant$1,617
Average account balance$120,282
Benefits paid to participants$3,056,063
Plan auditUnmodified (clean) audit opinion
AuditorJOHN WADDELL & CO., CPAS
Plan history3
Yearassets · accounts · employer contribution
2024$23.5M · 195 accts · $517K emplr
2023$21.7M · 187 accts · $532K emplr
2022$16.5M · 179 accts · $461K emplr
The Bogle Vineyards Inc 401(k) match · 2024
Employer contribution per active participant$1,617
Median for plans this size$2,416
2024$1,617 per active participant
2023$1,647 per active participant
2022$1,502 per active participant

Bogle Vineyards Inc's 2024 employer contribution ran below 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 · 202410
T. ROWE PRICE RPS, INC. · Recordkeeping · Trustee$11,912
PIMCO FUNDS · Investment managementindirect comp
DODGE & COX · Investment managementindirect comp
COLUMBIA FUNDS · Investment managementindirect comp
BUFFALO FUNDS, · Investment managementindirect comp
INVESCO · Investment managementindirect comp
LOOMIS - SAYLES - NATIXIS - HANSBER · Investment managementindirect comp
VANGUARD GROUP · Investment managementindirect comp
TIAA-CREF · Investment managementindirect comp
PUTNAM MUTUAL FUNDS · Investment managementindirect comp

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

Recordkeeper by year2
2024T. Rowe Price
2023T. Rowe Price

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Administrative cost history3
2024$11,912 · 0.05%
2023$3,200 · 0.02%
2022$2,240 · 0.01%
Same employer
Similar plansManufacturing · California
Labcon, North America CA$23.6M · 0.29%
Pulmonx Corporation CA$23.6M · 0.62%
Robinson Pharma Inc. CA$23.5M · 0.34%
Plasma Technology, Inc. CA$23.5M · 0.01%
Tecan Systems, Inc. CA$23.4M · 0.37%
Transpak, Inc. CA$23.4M · 0.29%
Nordic Naturals CA$23.3M · 0.09%

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Source: U.S. Department of Labor, Form 5500 series, EIN 942247790 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.