Plan Ledger DOL Form 5500 · updated monthly

Rombauer Vineyards, Inc.401(k)

ROMBAUER VINEYARDS, INC. 401(K) SALARY SAVINGS PLAN · ST HELENA, CA · plan year 2022

Reported admin expense ratio · 2022
0.54%

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

Rombauer Vineyards, Inc. reported $58,127 in plan administrative expenses for 2022: 0.54% of average plan assets, higher than ~75% of peers. Employer contributions averaged $7,476 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 $10M–$50M size bracket, benchmarked here against 26,806 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in California (5,497th of 9,483), and 8,856th of 13,661 in manufacturing. In 2022, the employer put in $1.06 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$9,858,199
Participants with balances130
Active participants119
Employer contributions$889,643
Employee contributions$836,136
Employer contribution per active participant$7,476
Average account balance$75,832
Benefits paid to participants$1,468,838
Plan auditUnmodified (clean) audit opinion
AuditorMETZ & ASSOCIATES, PLLC
Plan history2
Yearassets · accounts · employer contribution
2023$0 · $365K emplr
2022$9.9M · 130 accts · $890K emplr
Administrative expenses, itemized · 2022
Investment management$5,147
Total administrative$58,127
The Rombauer Vineyards, Inc. 401(k) match · 2022
Employer contribution per active participant$7,476
Median for plans this size$2,266

Rombauer Vineyards, Inc.'s 2022 employer contribution ran above the $2,266 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history2
2023Not separately reported
2022$58,127 · 0.54%
Same employer
Similar plansManufacturing · California
Universal Molding Company CA$9.9M · 0.49%
Overair, Inc. CA$9.9M · 0.29%
The Dot Printer, Inc. CA$9.8M · 0.67%
Infosend, Inc. CA$9.8M · 0.32%
Southland Envelope, Inc. CA$9.8M · 0.04%
Eat Just, Inc. CA$9.7M · 0.46%

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Source: U.S. Department of Labor, Form 5500 series, EIN 680284450 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.