Plan Ledger DOL Form 5500 · updated monthly

Sunview Vineyards of California, Inc.401(k)

SUNVIEW 401(K) PLAN · DELANO, CA · plan year 2025

Reported admin expense ratio · 2025
0.67%

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

Sunview Vineyards of California, Inc. reported $117,000 in plan administrative expenses for 2025: 0.67% of average plan assets, higher than ~90% of peers. Employer contributions averaged $491 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 fell from 1.02% to 0.67%. The plan sits in the $10M–$50M size bracket, benchmarked here against 1,620 comparable plans and shown alongside other agriculture, forestry & fishing employers. By assets it is the 3,633rd-largest of 9,483 plans among California employers on file, and the 246th of 945 in agriculture, forestry & fishing. In 2025, employees put in $1.70 for every $1.00 the employer contributed; active participation has shrunk from 3,169 to 2,447 since 2022.

Plan summary
Net assets, end of year$20,018,336
Participants with balances449
Active participants2,447
Employer contributions$1,201,433
Employee contributions$2,036,715
Employer contribution per active participant$491
Average account balance$44,584
Benefits paid to participants$883,473
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$20.0M · 449 accts · $1.2M emplr
2024$15.1M · 462 accts · $1.2M emplr
2023$11.1M · 461 accts · $1.2M emplr
2022$6.9M · 457 accts · $1.1M emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$117,000
Total administrative$117,000
The Sunview Vineyards of California, Inc. 401(k) match · 2025
Employer contribution per active participant$491
Median for plans this size$2,666
2025$491 per active participant
2024$260 per active participant
2023$303 per active participant
2022$361 per active participant

Sunview Vineyards of California, Inc.'s 2025 employer contribution ran below the $2,666 median for plans its size, in the bottom 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20254
EMPOWER ADVISORY GROUP LLC · Investment management$20,421
ENVESTNET RETIREMENT SOLUTIONS LLC$7,973
EQUITABLE ADVISORS LLCindirect comp

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

Administrative cost history4
2025$117,000 · 0.67%
2024$121,175 · 0.92%
2023$82,318 · 0.91%
2022$60,108 · 1.02%
Similar plansAgriculture, Forestry & Fishing · California
Plenty Unlimited Inc. CA$21.9M · 0.25%
Gemperle Brothers CA$21.4M · 0.36%
Gar Bennett, LLC. CA$21.1M · 0.10%
Hidden Villa Ranch CA$20.6M · 0.22%
Saticoy Lemon Association CA$20.0M · 0.31%
Apeel Technology, Inc. CA$19.7M · 0.10%
Beckstoffer Vineyards CA$19.3M · 0.41%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 770199908 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.