Plan Ledger DOL Form 5500 · updated monthly

Nakedwines.com, Inc.401(k)

NAKEDWINES.COM 401(K) PLAN & TRUST · NAPA, CA · plan year 2024

Reported admin expense ratio · 2024
0.13%

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

Nakedwines.com, Inc. reported $8,075 in plan administrative expenses for 2024: 0.13% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,358 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in California (6,573rd of 9,483), and 10,535th of 13,661 in manufacturing. In 2024, employees put in $1.81 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$6,278,872
Participants with balances172
Active participants107
Employer contributions$252,323
Employee contributions$456,738
Employer contribution per active participant$2,358
Average account balance$36,505
Benefits paid to participants$608,906
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$1,960
Investment management$6,115
Total administrative$8,075
The Nakedwines.com, Inc. 401(k) match · 2024
Employer contribution per active participant$2,358
Median for plans this size$1,313

Nakedwines.com, Inc.'s 2024 employer contribution ran above the $1,313 median for plans its size, placing it in the top 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 · 20242
THE VANGUARD GROUP, INC. · Loan processing · Recordkeeping$2,620
THE WATERFORD GROUP LLC · Investment advisory (plan)$6,115

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

Administrative cost history1
2024$8,075 · 0.13%
Similar plansManufacturing · California
Carter Duncan LP CA$6.4M · 0.49%
Intratek Computer, Inc. CA$6.4M · 0.71%
Wonder Ice Cream, Inc. CA$6.3M · 0.60%
Pacific Ship Repair CA$6.3M · 0.16%
Jme Inc CA$6.2M · 0.51%
Stony Apparel Corp. CA$6.2M · 0.46%

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Source: U.S. Department of Labor, Form 5500 series, EIN 454138585 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.