Plan Ledger DOL Form 5500 · updated monthly

Winedirect, Inc.401(k)

WINEDIRECT, INC. 401(K) PLAN · AMERICAN CANYON, CA · plan year 2024

Reported admin expense ratio · 2024
0.47%

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

Winedirect, Inc. reported $28,112 in plan administrative expenses for 2024: 0.47% of average plan assets, below the peer median. Employer contributions averaged $1,473 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 0.54% to 0.47%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other transportation & warehousing employers. By assets it is among the smaller plans on file in California (6,366th of 9,483), and 1,406th of 2,677 in transportation & warehousing. In 2024, employees put in $2.26 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$6,928,714
Participants with balances211
Active participants277
Employer contributions$408,009
Employee contributions$921,139
Employer contribution per active participant$1,473
Average account balance$32,838
Benefits paid to participants$495,446
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$6.9M · 211 accts · $408K emplr
2023$5.1M · 210 accts · $377K emplr
2022$3.3M · 193 accts · $325K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$27,662
Total administrative$28,112
The Winedirect, Inc. 401(k) match · 2024
Employer contribution per active participant$1,473
Median for plans this size$1,313
2024$1,473 per active participant
2023$1,451 per active participant
2022$1,181 per active participant

Winedirect, Inc.'s 2024 employer contribution ran above 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
KESTRA ADVISORY SERVICES LLCindirect 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$28,112 · 0.47%
2023$18,155 · 0.43%
2022$17,651 · 0.54%
Same employer
Similar plansTransportation & Warehousing · California
Paratransit, Inc. CA$6.8M · 0.28%

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Source: U.S. Department of Labor, Form 5500 series, EIN 203100579 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.