Plan Ledger DOL Form 5500 · updated monthly

Huneeus Vintners LLC401(k)

HUNEEUS VINTNERS 401K PLAN · ST HELENA, CA · plan year 2024

Reported admin expense ratio · 2024
0.00%

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

Huneeus Vintners LLC reported $204 in plan administrative expenses for 2024: 0.00% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,743 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 rose from 0.002% to 0.002%. 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 among the smaller plans on file in California (4,815th of 9,483), and the 382nd of 945 in agriculture, forestry & fishing. In 2024, employees put in $1.95 for every $1.00 the employer contributed; active participation has grown from 213 to 294 since 2022.

Plan summary
Net assets, end of year$12,786,001
Participants with balances163
Active participants294
Employer contributions$512,442
Employee contributions$1,000,056
Employer contribution per active participant$1,743
Average account balance$78,442
Benefits paid to participants$700,353
Plan auditUnmodified (clean) audit opinion
AuditorBPM LLP
Plan history3
Yearassets · accounts · employer contribution
2024$12.8M · 163 accts · $512K emplr
2023$10.5M · 155 accts · $492K emplr
2022$8.7M · 146 accts · $430K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$204
Total administrative$204
The Huneeus Vintners LLC 401(k) match · 2024
Employer contribution per active participant$1,743
Median for plans this size$2,416
2024$1,743 per active participant
2023$1,857 per active participant
2022$2,018 per active participant

Huneeus Vintners LLC'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 · 20241
AMERICAN UNITED LIFE INSURANCE CO · Recordkeeping · Loan processing$354

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

Recordkeeper by year2
2024OneAmerica
2023OneAmerica

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

Administrative cost history3
2024$204 · 0.00%
2023$203 · 0.00%
2022$143 · 0.00%
Similar plansAgriculture, Forestry & Fishing · California
Mann Packing Co., Inc. CA$13.6M · 0.67%
V. Sangiacomo & Sons CA$12.8M · 0.64%
Foothill Packing, Inc. CA$12.6M · 1.03%
Plantel Nurseries, Inc. CA$12.4M · 0.01%
Primus Group, Inc. CA$12.3M · 0.11%
Agrivision, Inc. CA$11.8M · 0.91%

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Source: U.S. Department of Labor, Form 5500 series, EIN 943333264 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.