Plan Ledger DOL Form 5500 · updated monthly

Crimson Wine Group, LTD401(k)

CRIMSON WINE GROUP 401(K) PROFIT SHARING PLAN · NAPA, CA · plan year 2024

Reported admin expense ratio · 2024
0.47%

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

Crimson Wine Group, LTD reported $70,501 in plan administrative expenses for 2024: 0.47% of average plan assets, higher than ~75% of peers. Employer contributions averaged $2,440 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 0.53% to 0.47%. 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 4,168th-largest of 9,483 plans among California employers on file, and the 305th of 945 in agriculture, forestry & fishing. In 2024, employees put in $2.75 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$16,297,878
Participants with balances250
Active participants199
Employer contributions$485,511
Employee contributions$1,336,931
Employer contribution per active participant$2,440
Average account balance$65,192
Benefits paid to participants$1,358,253
Plan auditUnmodified (clean) audit opinion
AuditorBPM LLP
Plan history3
Yearassets · accounts · employer contribution
2024$16.3M · 250 accts · $486K emplr
2023$13.9M · 259 accts · $489K emplr
2022$11.3M · 258 accts · $452K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$24,687
Investment management$45,814
Total administrative$70,501
The Crimson Wine Group, LTD 401(k) match · 2024
Employer contribution per active participant$2,440
Median for plans this size$2,416
2024$2,440 per active participant
2023$2,702 per active participant
2022$2,442 per active participant

Crimson Wine Group, LTD'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 · 20243
GLOBAL RETIREMENT PARTNERS LLC · Investment advisory (plan)$29,250
EMPOWER ADVISORY GROUP, LLC · Investment management$16,564

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$70,501 · 0.47%
2023$70,101 · 0.56%
2022$66,202 · 0.53%
Similar plansAgriculture, Forestry & Fishing · California
Altman Specialty Plants LLC CA$17.1M · 0.01%
Nichols Farms CA$16.8M · 0.43%
Merrill Farms, LLC CA$16.8M · 0.25%
Culture Amp, Inc. CA$15.4M · 0.03%

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Source: U.S. Department of Labor, Form 5500 series, EIN 900609506 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.