Grape Expectations 401(k) match, vesting and fees
What Grape Expectations' 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Transamerica Li Company | Schedule C ↗ |
| Independent auditor | Bfba, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 3,074 defined-contribution plans in wholesale trade with 100 to 499 participants.
| Grape Expectations: employer contribution per participant | $1,421 | |
| Peer median | $1,988 |
| Grape Expectations: average balance | $45,682 | |
| Peer median | $75,431 |
| Grape Expectations: admin expenses ÷ assets | 0.76% | |
| Peer median | 0.31% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $6.2M at the end of plan year 2021 to $7.9M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 177 | $7.9M | $244K | $1,421 | 0.76% | Not published | Form 5500 ↗ |
| 2023 | 158 | $6.7M | $366K | $2,331 | 0.92% | Not published | 5500-SF ↗ |
| 2022 | 117 | $5.5M | $0 | $0 | 0.90% | Not published | 5500-SF ↗ |
| 2021 | 103 | $6.2M | $140K | $1,814 | 0.74% | Not published | 5500-SF ↗ |
Common questions
Does Grape Expectations match 401(k) contributions?
The match terms for the Grape Expectations 401(k) Profit Sharing Plan have not been published from its filing yet. The plan year 2024 filing reports $244K in employer contributions, about $1,421 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Grape Expectations 401(k) match vested?
The vesting schedule for the Grape Expectations 401(k) Profit Sharing Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Grape Expectations 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Transamerica Li Company. The plan administrator is Grape Expectations.
I left Grape Expectations. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Grape Expectations, (510) 412-5969) or the recordkeeper, Transamerica Li Company. The Grape Expectations old 401(k) page lists the contacts from every plan filing. Find an old Grape Expectations 401(k)
Data from the public Form 5500 annual reports Grape Expectations filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Grape Expectations. Not financial advice. Report a correction · Methodology