Plan Ledger DOL Form 5500 · updated monthly

San Antonio Winery, Inc.401(k)

SAN ANTONIO WINERY, INC. 401(K) PLAN 001 · LOS ANGELES, CA · plan year 2024

Reported admin expense ratio · 2024
0.34%

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

San Antonio Winery, Inc. reported $105,000 in plan administrative expenses for 2024: 0.34% of average plan assets, above the peer median. Employer contributions averaged $6,540 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 3 years on file its reported administrative ratio has held roughly steady near 0.343%. 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 2,418th-largest of 9,483 plans among California employers on file, and the 4,079th of 13,661 in manufacturing. In 2024, the employer put in $1.48 for every $1.00 employees contributed themselves; active participation has grown from 341 to 424 since 2022.

Plan summary
Net assets, end of year$34,332,315
Participants with balances460
Active participants424
Employer contributions$2,772,790
Employee contributions$1,870,998
Employer contribution per active participant$6,540
Average account balance$74,635
Benefits paid to participants$2,156,428
Plan auditUnmodified (clean) audit opinion
AuditorRIVERA JAMJIAN & ASSOCIATES, LLP
Plan history3
Yearassets · accounts · employer contribution
2024$34.3M · 460 accts · $2.8M emplr
2023$26.9M · 400 accts
2022$23.0M · 350 accts · $2.0M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$43,790
Investment management$61,210
Total administrative$105,000
The San Antonio Winery, Inc. 401(k) match · 2024
Employer contribution per active participant$6,540
Median for plans this size$2,416
2024$6,540 per active participant
2022$5,818 per active participant

San Antonio Winery, Inc.'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 · 20242
SNOWDEN CAPITAL ADVISORS LLC · Investment advisory (plan)$61,210
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$43,790

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$105,000 · 0.34%
2023$81,276 · 0.33%
2022$81,067 · 0.34%
Same employer
Similar plansManufacturing · California
Cutera, Inc. CA$34.9M · 0.08%
Rix Industries CA$34.7M · 0.34%
Karma Automotive LLC CA$34.6M · 0.22%
D & D Gear, Inc. CA$34.5M · 0.36%
Pulse Electronics, Inc. CA$34.3M · 0.00%
Heritage Companies, LLC CA$34.2M · 0.13%
Heron Therapeutics, Inc. CA$34.0M · 0.15%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 951824179 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.