Plan Ledger DOL Form 5500 · updated monthly

Klein Foods, Inc. dba Rodney Strong Wine Estates401(k)

KLEIN FOODS, INC. 401(K) PLAN · HEALDSBURG, CA · plan year 2024

Reported admin expense ratio · 2024
0.27%

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

Klein Foods, Inc. dba Rodney Strong Wine Estates reported $57,998 in plan administrative expenses for 2024: 0.27% of average plan assets, below the peer median. Employer contributions averaged $2,459 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 0.24% to 0.27%. 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 the 3,266th-largest of 9,483 plans among California employers on file, and the 5,381st of 13,661 in manufacturing. In 2024, employees put in $2.20 for every $1.00 the employer contributed; active participation has grown from 188 to 209 since 2022.

Plan summary
Net assets, end of year$23,248,271
Participants with balances184
Active participants209
Employer contributions$514,026
Employee contributions$1,133,081
Employer contribution per active participant$2,459
Average account balance$126,349
Benefits paid to participants$1,897,858
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$23.2M · 184 accts · $514K emplr
2023$20.2M · 190 accts · $463K emplr
2022$17.0M · 174 accts · $419K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$57,998
Total administrative$57,998
The Klein Foods, Inc. dba Rodney Strong Wine Estates 401(k) match · 2024
Employer contribution per active participant$2,459
Median for plans this size$2,416
2024$2,459 per active participant
2023$2,124 per active participant
2022$2,231 per active participant

Klein Foods, Inc. dba Rodney Strong Wine Estates'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 · 20241
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$58,823

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$57,998 · 0.27%
2023$47,055 · 0.25%
2022$44,218 · 0.24%
Similar plansManufacturing · California
Plasma Technology, Inc. CA$23.5M · 0.01%
Tecan Systems, Inc. CA$23.4M · 0.37%
Transpak, Inc. CA$23.4M · 0.29%
Nordic Naturals CA$23.3M · 0.09%
Mass Precision, Inc. CA$23.2M · 0.62%
Mainspring Energy, Inc. CA$23.0M · 0.25%

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Source: U.S. Department of Labor, Form 5500 series, EIN 680171812 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.