Plan Ledger DOL Form 5500 · updated monthly

Delicato Vineyards, LLC401(k)

DELICATO VINEYARDS EMPLOYEE RETIREMENT PLAN · MANTECA, CA · plan year 2024

Reported admin expense ratio · 2024
0.23%

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

Delicato Vineyards, LLC reported $311,325 in plan administrative expenses for 2024: 0.23% of average plan assets, above the peer median. Employer contributions averaged $3,912 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 0.30% to 0.23%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other manufacturing employers. By assets it is the 717th-largest of 9,483 plans among California employers on file, and the 1,451st of 13,661 in manufacturing. In 2024, employees put in $2.23 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$145,769,899
Participants with balances1,404
Active participants1,045
Employer contributions$4,088,505
Employee contributions$9,111,017
Employer contribution per active participant$3,912
Average account balance$103,825
Benefits paid to participants$16,096,716
Plan auditUnmodified (clean) audit opinion
AuditorATHERTON AND ASSOCIATES, LLP
Plan history3
Yearassets · accounts · employer contribution
2024$145.8M · 1,404 accts · $4.1M emplr
2023$130.0M · 1,406 accts · $3.9M emplr
2022$113.4M · 1,483 accts · $4.2M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$144,371
Investment management$166,954
Total administrative$311,325
The Delicato Vineyards, LLC 401(k) match · 2024
Employer contribution per active participant$3,912
Median for plans this size$3,635
2024$3,912 per active participant
2023$3,759 per active participant
2022$3,728 per active participant

Delicato Vineyards, LLC's 2024 employer contribution ran above the $3,635 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
CAPFINANCIAL PARTNERS LLC DBA CAPTR · Investment advisory (plan)$152,403
EMPOWER ADVISORY GROUP, LLC · Investment management$14,551

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$311,325 · 0.23%
2023$310,739 · 0.26%
2022$359,772 · 0.30%
Same employer
Similar plansManufacturing · California
Bourns, Inc. CA$148.3M · 0.05%
Psemi Corporation CA$147.9M · 0.04%
Power Integrations, Inc. CA$146.0M · 0.06%
Bloom Energy Corporation CA$144.4M · 0.14%
Kia America, Inc. CA$141.6M · 0.25%

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Source: U.S. Department of Labor, Form 5500 series, EIN 942212174 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.