Plan Ledger DOL Form 5500 · updated monthly

Winemakers LLC401(k)

WINEMAKERS 401(K) PLAN · YAKIMA, WA · plan year 2022

Reported admin expense ratio · 2022
0.03%

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

Winemakers LLC reported $1,231 in plan administrative expenses for 2022: 0.03% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,299 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other agriculture, forestry & fishing employers. By assets it is among the smaller plans on file in Washington (1,375th of 1,714), and 657th of 945 in agriculture, forestry & fishing. In 2022, employees put in $2.30 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$4,584,728
Participants with balances47
Active participants80
Employer contributions$103,954
Employee contributions$239,018
Employer contribution per active participant$1,299
Average account balance$97,547
Benefits paid to participants$5,981
Plan auditUnmodified (clean) audit opinion
AuditorALEGRIA & COMPANY P.S.
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$880
Investment management$351
Total administrative$1,231
The Winemakers LLC 401(k) match · 2022
Employer contribution per active participant$1,299
Median for plans this size$1,114

Winemakers LLC's 2022 employer contribution ran above 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 history1
2022$1,231 · 0.03%
Same employer
Similar plansAgriculture, Forestry & Fishing · Washington
Fishermen's Finest, Inc. WA$5.7M · 0.17%
Blue Bird, Inc. WA$4.8M · 0.56%
Roy Farms, Spc WA$4.8M · 0.66%
Dovex Corporation WA$4.3M · 0.54%
Gilbert Orchards, Inc WA$3.3M · 0.67%

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Source: U.S. Department of Labor, Form 5500 series, EIN 911735489 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.