Plan Ledger DOL Form 5500 · updated monthly

The Country Vintner, Inc. D/B/A Winebow401(k)

WINEBOW 401(K) PLAN · GLEN ALLEN, VA · plan year 2024

Reported admin expense ratio · 2024
0.50%

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

The Country Vintner, Inc. D/B/A Winebow reported $692,036 in plan administrative expenses for 2024: 0.50% of average plan assets, higher than ~90% of peers. Employer contributions averaged $1,828 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 rose from 0.19% to 0.50%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other wholesale trade employers. By assets it is the 202nd-largest of 2,266 plans among Virginia employers on file, and the 315th of 4,246 in wholesale trade. In 2024, employees put in $3.50 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$143,972,046
Participants with balances1,702
Active participants1,363
Employer contributions$2,491,007
Employee contributions$8,724,018
Employer contribution per active participant$1,828
Average account balance$84,590
Benefits paid to participants$14,107,467
Plan auditUnmodified (clean) audit opinion
AuditorRSM US LLP
Plan history3
Yearassets · accounts · employer contribution
2024$144.0M · 1,702 accts · $2.5M emplr
2023$130.9M · 1,751 accts · $1.8M emplr
2022$113.6M · 1,803 accts · $1.4M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$585,338
Investment management$40,854
Audit (IQPA)$24,990
Total administrative$692,036
The The Country Vintner, Inc. D/B/A Winebow 401(k) match · 2024
Employer contribution per active participant$1,828
Median for plans this size$3,635
2024$1,828 per active participant
2023$1,314 per active participant
2022$933 per active participant

The Country Vintner, Inc. D/B/A Winebow's 2024 employer contribution ran below the $3,635 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$585,338
MERRILL LYNCH PIERCE FENNER & SMITH · Pension consulting · Investment advisory (plan)$81,708
RSM US LLP · Accounting / audit$49,980

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$692,036 · 0.50%
2023$204,160 · 0.17%
2022$233,611 · 0.19%
Similar plansWholesale Trade · Virginia
Jre Holdings, Inc. VA$181.7M · 0.22%
Fisher Auto Parts, Inc. VA$92.2M · 0.14%
Kaeser Compressors, Inc. VA$90.8M · 0.05%

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Source: U.S. Department of Labor, Form 5500 series, EIN 541145524 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.