Plan Ledger DOL Form 5500 · updated monthly

Domaine Carneros LTD401(k)

DOMAINE CARNEROS, LTD 401(K) PROFIT SHARING PLAN · NAPA, CA · plan year 2024

Reported admin expense ratio · 2024
0.35%

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

Domaine Carneros LTD reported $37,992 in plan administrative expenses for 2024: 0.35% of average plan assets, above the peer median. Employer contributions averaged $2,244 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 0.55% to 0.35%. 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 among the smaller plans on file in California (5,234th of 9,483), and 8,427th of 13,661 in manufacturing. In 2024, employees put in $2.21 for every $1.00 the employer contributed; active participation has grown from 110 to 128 since 2022.

Plan summary
Net assets, end of year$10,848,399
Participants with balances115
Active participants128
Employer contributions$287,266
Employee contributions$633,951
Employer contribution per active participant$2,244
Average account balance$94,334
Benefits paid to participants$2,032,367
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$10.8M · 115 accts · $287K emplr
2023$10.8M · 109 accts · $278K emplr
2022$9.1M · 113 accts · $281K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$20,594
Investment management$6,524
Total administrative$37,992
The Domaine Carneros LTD 401(k) match · 2024
Employer contribution per active participant$2,244
Median for plans this size$2,416
2024$2,244 per active participant
2023$2,439 per active participant
2022$2,550 per active participant

Domaine Carneros LTD's 2024 employer contribution ran below 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 · 20242
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$20,593
MERRILL LYNCH PIERCE FENNER & SMITH · Pension consulting · Investment advisory (plan)$17,391

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$37,992 · 0.35%
2023$37,993 · 0.38%
2022$52,279 · 0.55%
Same employer
Similar plansManufacturing · California
Xmotors.Ai Inc. CA$10.9M · 0.11%
Eko Devices Inc. CA$10.9M · 0.12%
Gordon Brush Mfg. Co., Inc. CA$10.8M · 0.24%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 943027255 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.