Plan Ledger DOL Form 5500 · updated monthly

Vine Dining Enterprises, Inc.401(k)

VINE HOSPITALITY 401(K) PLAN · SAN JOSE, CA · plan year 2024

Reported admin expense ratio · 2024
1.39%

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

Vine Dining Enterprises, Inc. reported $22,228 in plan administrative expenses for 2024: 1.39% of average plan assets, higher than ~90% of peers. Employer contributions averaged $1,041 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 0.01% to 1.39%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other accommodation & food services employers. By assets it is among the smaller plans on file in California (8,250th of 9,483), and 1,410th of 2,240 in accommodation & food services. In 2024, employees put in $1.91 for every $1.00 the employer contributed; active participation has grown from 254 to 320 since 2022.

Plan summary
Net assets, end of year$2,128,900
Participants with balances256
Active participants320
Employer contributions$332,979
Employee contributions$634,452
Employer contribution per active participant$1,041
Average account balance$8,316
Benefits paid to participants$183,807
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$2.1M · 256 accts · $333K emplr
2023$1.1M · 232 accts · $275K emplr
2022$103K · 147 accts · $45K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$18,556
Investment management$3,672
Total administrative$22,228
The Vine Dining Enterprises, Inc. 401(k) match · 2024
Employer contribution per active participant$1,041
Median for plans this size$1,313
2024$1,041 per active participant
2023$953 per active participant
2022$176 per active participant

Vine Dining Enterprises, Inc.'s 2024 employer contribution ran below the $1,313 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$18,556
MORNINGSTAR INVESTMENT MANAGEMENT L · Investment advisory (participants)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$22,228 · 1.39%
2023$3,620 · 0.62%
2022$6 · 0.01%
Same employer
Similar plansAccommodation & Food Services · California
Good Nite Inn, Inc CA$2.5M · 0.43%
Fulfillment Systems CA$2.3M · 0.42%
Nickco Hospitality LLC CA$2.1M · 1.67%
L.A. Koreana, Inc. CA$2.1M · 0.58%
Gott's Partners, LP CA$2.1M · 0.68%
Mjsc Holdings, LLC CA$2.1M · 1.10%
Garten Wellbeing, Pbc CA$2.1M · 1.34%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 680289336 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.