Plan Ledger DOL Form 5500 · updated monthly

Mesa Vineyard Management, Inc.401(k)

MESA VINEYARD 401(K) RETIREMENT PLAN · TEMPLETON, CA · plan year 2024

Reported admin expense ratio · 2024
0.46%

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

Mesa Vineyard Management, Inc. reported $85,471 in plan administrative expenses for 2024: 0.46% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,442 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 0.41% to 0.46%. 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 the 3,834th-largest of 9,483 plans among California employers on file, and the 269th of 945 in agriculture, forestry & fishing. In 2024, employees put in $1.55 for every $1.00 the employer contributed; active participation has grown from 326 to 445 since 2022.

Plan summary
Net assets, end of year$18,538,762
Participants with balances269
Active participants445
Employer contributions$641,617
Employee contributions$992,366
Employer contribution per active participant$1,442
Average account balance$68,917
Benefits paid to participants$3,245,347
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$18.5M · 269 accts · $642K emplr
2023$18.4M · 245 accts · $592K emplr
2022$16.3M · 247 accts · $557K emplr
The Mesa Vineyard Management, Inc. 401(k) match · 2024
Employer contribution per active participant$1,442
Median for plans this size$2,416
2024$1,442 per active participant
2023$1,451 per active participant
2022$1,708 per active participant

Mesa Vineyard Management, Inc.'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 · 20243
EVOLVE RETIREMENT PLAN SOLUTIONS · Actuarial · Recordkeeping$42,363
CORVUS WEALTH · Recordkeeping · Investment advisory (plan)$25,574
HICKS PENSION SERVICES · Recordkeeping$10,975

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

Recordkeeper by year2
2024CORVUS WEALTH, EVOLVE RETIREMENT PLAN SOLUTIONS, HICKS PENSION SERVICES
2023CORVUS WEALTH, EVOLVE RETIREMENT PLAN SOLUTIONS, HICKS PENSION SERVICES

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

Administrative cost history3
2024$85,471 · 0.46%
2023$81,231 · 0.47%
2022$73,137 · 0.41%
Same employer
Similar plansAgriculture, Forestry & Fishing · California
Beckstoffer Vineyards CA$19.3M · 0.41%
West Coast Turf CA$19.1M · 0.40%
AG Rx CA$18.7M · 0.15%
Okcoin USA, Inc. CA$17.8M · 0.47%
Rio Farms , LLC CA$17.2M · 0.40%

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Source: U.S. Department of Labor, Form 5500 series, EIN 770202905 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.