Plan Ledger DOL Form 5500 · updated monthly

California Association of Winegrape Growers401(k)

CALIFORNIA ASSOCIATION OF WINEGRAPE GROWERS RETIREMENT PLAN AND TRUST · SACRAMENTO, CA · plan year 2023

Reported admin expense ratio · 2023
0.58%

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

California Association of Winegrape Growers reported $119,168 in plan administrative expenses for 2023: 0.58% of average plan assets, higher than ~75% of peers. Employer contributions averaged $534 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 fell from 0.63% to 0.30%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other agriculture, forestry & fishing employers. By assets it is the 3,306th-largest of 9,483 plans among California employers on file, and the 211th of 945 in agriculture, forestry & fishing. In 2023, employees put in $3.41 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$22,855,239
Participants with balances363
Active participants1,066
Employer contributions$568,781
Employee contributions$1,940,998
Employer contribution per active participant$534
Average account balance$62,962
Benefits paid to participants$1,935,392
Plan auditUnmodified (clean) audit opinion
AuditorSKIBBIE CPA, INC
Plan history3
Yearassets · accounts · employer contribution
2024$20.0M · 358 accts · $470K emplr
2023$22.9M · 363 accts · $569K emplr
2022$18.3M · 407 accts · $492K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$119,168
Total administrative$119,168
The California Association of Winegrape Growers 401(k) match · 2023
Employer contribution per active participant$534
Median for plans this size$2,440
2024$311 per active participant
2023$534 per active participant
2022$490 per active participant

California Association of Winegrape Growers's 2023 employer contribution ran below the $2,440 median for plans its size, in the bottom quarter of its peers. 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 · 20235
GREAT-WEST LIFE & ANNUITY INSURANCE$55,698
PENTEGRA SERVICES INC · Contract administrator$35,403
GLOBAL RETIREMENT PARTNERS LLC · Investment advisory (plan)$29,540
ADVISED ASSETS GROUP LLC · Investment management$9,893
PLANCHECK(K) CPAS LLC · Accounting / audit$954

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$63,314 · 0.30%
2023$119,168 · 0.58%
2022$124,394 · 0.63%
Similar plansAgriculture, Forestry & Fishing · California
California Giant, Inc. CA$26.6M · 0.31%
Limoneira Company CA$26.4M · 0.36%
Sun Pacific Shippers, LP CA$26.0M · 0.30%
Califia Farms, LLC CA$25.9M · 0.54%
Henry Avocado Corporation CA$22.5M · 0.00%
Braga Ranch, Inc. CA$22.3M · 0.27%
Plenty Unlimited Inc. CA$21.9M · 0.25%
Gemperle Brothers CA$21.4M · 0.36%

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Source: U.S. Department of Labor, Form 5500 series, EIN 942292593 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.