Plan Ledger DOL Form 5500 · updated monthly

Caymus Vineyards401(k)

CAYMUS VINEYARDS 401(K) AND PROFIT SHARING PLAN · RUTHERFORD, CA · plan year 2024

Reported admin expense ratio · 2024
0.30%

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

Caymus Vineyards reported $145,113 in plan administrative expenses for 2024: 0.30% of average plan assets, above the peer median. Employer contributions averaged $9,618 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 0.39% to 0.30%. 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 1,693rd-largest of 9,483 plans among California employers on file, and the 3,011th of 13,661 in manufacturing. In 2024, the employer put in $1.20 for every $1.00 employees contributed themselves; active participation has grown from 349 to 395 since 2022.

Plan summary
Net assets, end of year$53,212,475
Participants with balances405
Active participants395
Employer contributions$3,799,235
Employee contributions$3,152,997
Employer contribution per active participant$9,618
Average account balance$131,389
Benefits paid to participants$1,851,831
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$53.2M · 405 accts · $3.8M emplr
2023$42.2M · 367 accts · $3.2M emplr
2022$32.0M · 324 accts · $2.5M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$87,928
Investment management$57,185
Total administrative$145,113
The Caymus Vineyards 401(k) match · 2024
Employer contribution per active participant$9,618
Median for plans this size$2,416
2024$9,618 per active participant
2023$8,603 per active participant
2022$7,173 per active participant

Caymus Vineyards's 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
STANCORP FINANCIAL GROUP · Claims processing · Recordkeeping$87,928
OSAIC WEALTH, INC. · Investment advisory (plan)$41,491
WOODBURY FINANCIAL SERVICES, INC. · Investment advisory (plan)$15,694

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

Recordkeeper by year2
2024The Standard
2023The Standard

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$145,113 · 0.30%
2023$141,480 · 0.38%
2022$128,210 · 0.39%
Same employer
Similar plansManufacturing · California
Impossible Foods, Inc. CA$55.3M · 0.28%
The Gill Corporation CA$55.1M · 0.03%
Fluidmaster, Inc. CA$53.2M · 0.22%
Ebara Technologies, Inc. CA$53.1M · 0.39%
Coherus Biosciences, Inc. CA$52.7M · 0.15%

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Source: U.S. Department of Labor, Form 5500 series, EIN 942151816 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.