Plan Ledger DOL Form 5500 · updated monthly

Wineshipping.com, LLC401(k)

WINESHIPPING.COM, LLC 401(K) PLAN · NAPA, CA · plan year 2024

Reported admin expense ratio · 2024
0.07%

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

Wineshipping.com, LLC reported $6,925 in plan administrative expenses for 2024: 0.07% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,063 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 0.08% to 0.07%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other other services employers. By assets it is among the smaller plans on file in California (5,106th of 9,483), and the 1,533rd of 3,341 in other services. In 2024, employees put in $2.28 for every $1.00 the employer contributed; active participation has shrunk from 608 to 507 since 2022.

Plan summary
Net assets, end of year$11,385,587
Participants with balances324
Active participants507
Employer contributions$539,124
Employee contributions$1,227,832
Employer contribution per active participant$1,063
Average account balance$35,141
Benefits paid to participants$1,388,361
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$11.4M · 324 accts · $539K emplr
2023$9.5M · 330 accts · $471K emplr
2022$7.3M · 306 accts · $350K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$6,925
Total administrative$6,925
The Wineshipping.com, LLC 401(k) match · 2024
Employer contribution per active participant$1,063
Median for plans this size$2,416
2024$1,063 per active participant
2023$934 per active participant
2022$575 per active participant

Wineshipping.com, 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 LLCindirect comp
QUALIFIED SERVICES INC. DBA · Other servicesindirect 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$6,925 · 0.07%
2023$7,350 · 0.09%
2022$6,550 · 0.08%
Same employer
Similar plansOther Services · California
Progress Foundation CA$11.9M · 0.25%
United Agribusiness League CA$11.3M · 0.03%

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Source: U.S. Department of Labor, Form 5500 series, EIN 680442177 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.