Plan Ledger DOL Form 5500 · updated monthly

Bronco Wine Company401(k)

BRONCO WINE COMPANY 401(K) PROFIT SHARING PLAN · CERES, CA · plan year 2023

Reported admin expense ratio · 2023
0.02%

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

Bronco Wine Company reported $23,518 in plan administrative expenses for 2023: 0.02% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,910 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 0.03% to 0.06%. The plan sits in the $50M–$250M size bracket, benchmarked here against 9,317 comparable plans and shown alongside other manufacturing employers. By assets it is the 915th-largest of 9,483 plans among California employers on file, and the 1,755th of 13,661 in manufacturing. In 2023, employees put in $1.68 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$111,824,128
Participants with balances761
Active participants607
Employer contributions$1,766,420
Employee contributions$2,976,190
Employer contribution per active participant$2,910
Average account balance$146,944
Benefits paid to participants$16,436,353
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$109.5M · 818 accts · $1.0M emplr
2023$111.8M · 761 accts · $1.8M emplr
2022$103.1M · 737 accts · $2.0M emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$20,081
Investment management$3,437
Total administrative$23,518
The Bronco Wine Company 401(k) match · 2023
Employer contribution per active participant$2,910
Median for plans this size$3,659
2024$1,640 per active participant
2023$2,910 per active participant
2022$3,672 per active participant

Bronco Wine Company's 2023 employer contribution ran below the $3,659 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20232
EMPOWER ANNUITY INSURANCE COMPANY O · Recordkeeping · Loan processing$22,970
EMPOWER ADVISORY GROUP, LLC · Investment advisory (participants)$3,437

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$64,948 · 0.06%
2023$23,518 · 0.02%
2022$29,690 · 0.03%
Same employer
Similar plansManufacturing · California
Karl Storz Imaging, Inc. CA$115.1M · 0.10%
Gillig LLC CA$112.4M · 0.07%
Arc Document Solutions, Inc CA$111.8M · 0.18%
Byer California CA$110.8M · 0.47%

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Source: U.S. Department of Labor, Form 5500 series, EIN 942231905 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.