Plan Ledger DOL Form 5500 · updated monthly

Jasmine Vineyards, Inc.Profit-sharing plan

JASMINE VINEYARDS, INC. · DELANO, CA · plan year 2024

Reported admin expense ratio · 2024
0.85%

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

Jasmine Vineyards, Inc. reported $89,590 in plan administrative expenses for 2024: 0.85% of average plan assets, higher than ~90% of peers. Employer contributions averaged $1,045 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 0.70% to 0.85%. 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 (5,144th of 9,483), and the 418th of 945 in agriculture, forestry & fishing. active participation has grown from 450 to 548 since 2022.

Plan summary
Net assets, end of year$11,211,857
Participants with balances745
Active participants548
Employer contributions$572,791
Employee contributions—
Employer contribution per active participant$1,045
Average account balance$15,049
Benefits paid to participants$219,691
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$11.2M · 745 accts · $573K emplr
2023$9.9M · 721 accts · $534K emplr
2022$9.0M · 743 accts · $572K emplr
Administrative expenses, itemized · 2024
Investment management$71,799
Total administrative$89,590
Employer contributions to the Jasmine Vineyards, Inc. plan · 2024
Employer contribution per active participant$1,045
Median for plans this size$2,416
2024$1,045 per active participant
2023$1,017 per active participant
2022$1,272 per active participant

Jasmine Vineyards, Inc.'s 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom 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 · 20241
CHARLES SCHWAB · Investment advisory (plan) · Securities brokerage$71,799

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$89,590 · 0.85%
2023$65,404 · 0.69%
2022$71,257 · 0.70%
Same employer
Similar plansAgriculture, Forestry & Fishing · California
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%
Crain Walnut Shelling, Inc CA$10.5M · 0.45%
Nicholas Bagshaw Company CA$10.4M · 0.09%
Ratto Bros., Inc. CA$10.1M · 0.70%
Gresser, Inc. CA$10.1M · 0.63%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 952745235 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.