Plan Ledger DOL Form 5500 · updated monthly

Vino Farms, LLC401(k)

VINO FARMS, LLC RETIREMENT PLAN · LODI, CA · plan year 2024

Reported admin expense ratio · 2024
0.53%

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

Vino Farms, LLC reported $72,493 in plan administrative expenses for 2024: 0.53% of average plan assets, higher than ~75% of peers. Employer contributions averaged $416 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 fell from 0.76% to 0.53%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other agriculture, forestry & fishing employers. By assets it is the 4,499th-largest of 9,483 plans among California employers on file, and the 346th of 945 in agriculture, forestry & fishing. In 2024, employees put in $5.97 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$14,316,865
Participants with balances141
Active participants259
Employer contributions$107,638
Employee contributions$642,927
Employer contribution per active participant$416
Average account balance$101,538
Benefits paid to participants$1,132,324
Plan auditUnmodified (clean) audit opinion
AuditorAUDIT AND TAX SOLUTIONS, CPAS, INC
Plan history3
Yearassets · accounts · employer contribution
2024$14.3M · 141 accts · $108K emplr
2023$12.8M · 142 accts · $103K emplr
2022$11.3M · 149 accts · $102K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$72,493
Total administrative$72,493
The Vino Farms, LLC 401(k) match · 2024
Employer contribution per active participant$416
Median for plans this size$2,416
2024$416 per active participant
2023$422 per active participant
2022$408 per active participant

Vino Farms, LLC's 2024 employer contribution ran below the $2,416 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
MMA SECURITIES LLC · Investment advisory (plan)$26,045
SAN DIEGO PENSION CONSULTANTS · Contract administrator$3,390

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$72,493 · 0.53%
2023$68,941 · 0.57%
2022$96,057 · 0.76%
Same employer
Similar plansAgriculture, Forestry & Fishing · California
Culture Amp, Inc. CA$15.4M · 0.03%
Britz, Inc. CA$14.0M · 0.02%
Mann Packing Co., Inc. CA$13.6M · 0.67%

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Source: U.S. Department of Labor, Form 5500 series, EIN 900393874 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.