Plan Ledger DOL Form 5500 · updated monthly

Opus One Winery, LLC401(k)

OPUS ONE 401(K) PLAN · OAKVILLE, CA · plan year 2024

Reported admin expense ratio · 2024
0.47%

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

Opus One Winery, LLC reported $110,088 in plan administrative expenses for 2024: 0.47% of average plan assets, higher than ~75% of peers. Employer contributions averaged $6,597 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 0.56% to 0.47%. 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 3,075th-largest of 9,483 plans among California employers on file, and the 5,081st of 13,661 in manufacturing. In 2024, employees put in $1.58 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$25,273,138
Participants with balances162
Active participants120
Employer contributions$791,639
Employee contributions$1,251,956
Employer contribution per active participant$6,597
Average account balance$156,007
Benefits paid to participants$1,353,198
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$25.3M · 162 accts · $792K emplr
2023$21.9M · 142 accts · $773K emplr
2022$19.8M · 149 accts · $676K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$6,896
Investment management$103,192
Total administrative$110,088
The Opus One Winery, LLC 401(k) match · 2024
Employer contribution per active participant$6,597
Median for plans this size$2,416
2024$6,597 per active participant
2023$7,095 per active participant
2022$6,038 per active participant

Opus One Winery, LLC's 2024 employer contribution ran above the $2,416 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 · 20244
EMPOWER ADVISORY GROUP, LLC · Investment management$55,444
NEWFRONT RETIREMENT SERVICES, INC. · Investment advisory (plan)$47,748
CHARLES SCHWAB & CO., INC · Securities brokerage$1

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$110,088 · 0.47%
2023$102,108 · 0.49%
2022$117,832 · 0.56%
Same employer
Similar plansManufacturing · California
Volex Holdings CA$25.4M · 0.50%
Cedarwood-Young Company CA$25.4M · 0.14%
Cemco CA$25.3M · 0.50%
Ouster, Inc. CA$25.1M · 0.10%
Apct, Inc. CA$25.0M · 0.52%
Vitesse Systems Parent, LLC CA$25.0M · 0.18%

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Source: U.S. Department of Labor, Form 5500 series, EIN 680235610 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.