Plan Ledger DOL Form 5500 · updated monthly

The Wine Group, Inc.401(k)

THE WINE GROUP RETIREMENT & SAVINGS PLAN · RIPON, CA · plan year 2024

Reported admin expense ratio · 2024
0.23%

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

The Wine Group, Inc. reported $307,192 in plan administrative expenses for 2024: 0.23% of average plan assets, higher than ~75% of peers. Employer contributions averaged $6,502 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 0.23%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other manufacturing employers. By assets it is the 777th-largest of 9,483 plans among California employers on file, and the 1,528th of 13,661 in manufacturing. In 2024, employees put in $1.59 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$135,644,909
Participants with balances916
Active participants623
Employer contributions$4,051,032
Employee contributions$6,424,078
Employer contribution per active participant$6,502
Average account balance$148,084
Benefits paid to participants$17,146,138
Plan auditUnmodified (clean) audit opinion
AuditorCAMPELL TAYLOR WASHBURN
Plan history3
Yearassets · accounts · employer contribution
2024$135.6M · 916 accts · $4.1M emplr
2023$127.8M · 940 accts · $4.1M emplr
2022$116.2M · 935 accts · $4.1M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$39,569
Investment management$267,623
Total administrative$307,192
The The Wine Group, Inc. 401(k) match · 2024
Employer contribution per active participant$6,502
Median for plans this size$3,635
2024$6,502 per active participant
2023$5,795 per active participant
2022$5,989 per active participant

The Wine Group, Inc.'s 2024 employer contribution ran above the $3,635 median for plans its size. 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
SCHWAB RETIREMENT PLAN SERVICES,INC · Recordkeeping · Investment advisory (participants)$291,782
GERBER KAWASAKI WEALTH & · Investment advisory (participants)$7,506
HB WEALTH MANAGEMENT LLC · Investment advisory (participants)$5,661
CHARLES SCHWAB & CO., INC · Securities brokerage$65

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

Recordkeeper by year2
2024Charles Schwab
2023Charles Schwab

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$307,192 · 0.23%
2023$281,287 · 0.23%
2022$301,566 · 0.24%
All plans at this employer2
THE WINE GROUP RETIREMENT & SAVINGS PLAN401(k)
THE WINE GROUP - FRANZIA WINERY RETIREMENT AND SAVINGS PLAN401(k)
Same employer
Similar plansManufacturing · California
Belkin International, Inc. CA$137.0M · 0.12%
Alps Alpine CA$136.2M
Tandem Diabetes Care, Inc. CA$136.0M · 0.28%
Emcore Corporation CA$135.8M · 0.12%
New-Indy Containerboard, LLC CA$135.6M · 0.15%
Nevro Corp. CA$133.1M · 0.08%
Pelican Products, Inc. CA$132.3M · 0.04%

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Source: U.S. Department of Labor, Form 5500 series, EIN 942756233 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.