Plan Ledger DOL Form 5500 · updated monthly

Vintners Inn401(k)

VINTNERS INN 401K PROFIT SHARING PLAN · SANTA ROSA, CA · plan year 2022

Reported admin expense ratio · 2022
0.49%

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

Vintners Inn reported $14,446 in plan administrative expenses for 2022: 0.49% of average plan assets, above the peer median. Employer contributions averaged $1,024 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 1 year on file its reported administrative ratio rose from 0.49% to 0.76%. The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in California (7,978th of 9,483), and 12,437th of 13,661 in manufacturing. In 2022, employees put in $1.73 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$2,730,109
Participants with balances253
Active participants153
Employer contributions$156,661
Employee contributions$270,541
Employer contribution per active participant$1,024
Average account balance$10,791
Benefits paid to participants$392,204
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$0
2023$1.5M · 254 accts · $105K emplr
2022$2.7M · 253 accts · $157K emplr
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$12,739
Professional / advisory$1,707
Total administrative$14,446
The Vintners Inn 401(k) match · 2022
Employer contribution per active participant$1,024
Median for plans this size$1,114

Vintners Inn's 2022 employer contribution ran below the $1,114 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history3
2024Not separately reported
2023$16,011 · 0.76%
2022$14,446 · 0.49%
Similar plansManufacturing · California
Magnolia Foods LLC CA$2.8M · 0.62%
South Bay Solutions, Inc. CA$2.8M · 0.17%
Avail Medsystems, Inc. CA$2.7M · 0.75%
Tabletops Unlimited Inc CA$2.7M · 0.30%

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Source: U.S. Department of Labor, Form 5500 series, EIN 680447854 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.