Plan Ledger DOL Form 5500 · updated monthly

Treasury Wine Estates Americas Company401(k)

TREASURY WINE ESTATES RETIREMENT SAVINGS PLAN · NAPA, CA · plan year 2024

Reported admin expense ratio · 2024
0.16%

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

Treasury Wine Estates Americas Company reported $197,939 in plan administrative expenses for 2024: 0.16% of average plan assets, above the peer median. Employer contributions averaged $2,365 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 0.15% to 0.16%. 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 813th-largest of 9,483 plans among California employers on file, and the 1,571st of 13,661 in manufacturing. In 2024, employees put in $3.09 for every $1.00 the employer contributed; active participation has grown from 710 to 929 since 2022.

Plan summary
Net assets, end of year$129,421,512
Participants with balances1,354
Active participants929
Employer contributions$2,197,051
Employee contributions$6,785,524
Employer contribution per active participant$2,365
Average account balance$95,585
Benefits paid to participants$10,061,619
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$129.4M · 1,354 accts · $2.2M emplr
2023$117.2M · 1,250 accts · $2.2M emplr
2022$105.9M · 1,278 accts · $2.0M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$197,939
Total administrative$197,939
The Treasury Wine Estates Americas Company 401(k) match · 2024
Employer contribution per active participant$2,365
Median for plans this size$3,635
2024$2,365 per active participant
2023$3,056 per active participant
2022$2,834 per active participant

Treasury Wine Estates Americas Company's 2024 employer contribution ran below 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 · 20242
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$197,938
GLOBAL RETIREMENT PARTNERS LLC · Investment advisory (plan)indirect comp

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$197,939 · 0.16%
2023$172,385 · 0.15%
2022$168,760 · 0.15%
Same employer
Similar plansManufacturing · California
New-Indy Containerboard, LLC CA$135.6M · 0.15%
Nevro Corp. CA$133.1M · 0.08%
Pelican Products, Inc. CA$132.3M · 0.04%
Quidel Corporation CA$125.9M · 0.07%
Natus Medical Incorporated CA$124.3M · 0.00%

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Source: U.S. Department of Labor, Form 5500 series, EIN 942227626 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.