Plan Ledger DOL Form 5500 · updated monthly

O'Neill Vintners & Distillers401(k)

O'NEILL VINTNERS & DISTILLERS 401(K) PLAN · PARLIER, CA · plan year 2024

Reported admin expense ratio · 2024
0.25%

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

O'Neill Vintners & Distillers reported $50,778 in plan administrative expenses for 2024: 0.25% of average plan assets, below the peer median. Employer contributions averaged $1,848 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 fell from 0.27% to 0.25%. 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 3,397th-largest of 9,483 plans among California employers on file, and the 5,569th of 13,661 in manufacturing. In 2024, employees put in $2.26 for every $1.00 the employer contributed; active participation has grown from 315 to 398 since 2022.

Plan summary
Net assets, end of year$22,004,885
Participants with balances307
Active participants398
Employer contributions$735,318
Employee contributions$1,664,464
Employer contribution per active participant$1,848
Average account balance$71,677
Benefits paid to participants$1,818,072
Plan auditUnmodified (clean) audit opinion
AuditorBOWMAN & COMPANY, LLP
Plan history3
Yearassets · accounts · employer contribution
2024$22.0M · 307 accts · $735K emplr
2023$18.4M · 271 accts · $817K emplr
2022$15.1M · 255 accts · $622K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$44,764
Investment management$6,014
Total administrative$50,778
The O'Neill Vintners & Distillers 401(k) match · 2024
Employer contribution per active participant$1,848
Median for plans this size$2,416
2024$1,848 per active participant
2023$2,679 per active participant
2022$1,975 per active participant

O'Neill Vintners & Distillers'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
T ROWE PRICE RPS INC · Recordkeeping · Trustee$6,391
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$38,387
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$6,014

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$50,778 · 0.25%
2023$43,106 · 0.26%
2022$42,844 · 0.27%
Same employer
Similar plansManufacturing · California
Fn Cellars, LLC CA$22.4M · 0.30%
Hawker Pacific Aerospace CA$22.2M · 0.14%
Crown Poly, Inc. CA$22.1M · 0.38%
Lmc Enterprises CA$22.0M · 0.25%
Vista Paint Corporation CA$21.8M · 0.38%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 731707939 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.