King Estate Winery, Limited Partnership(Oregon) 401(k) match, vesting and fees
What King Estate Winery, Limited Partnership(Oregon)'s 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 | Fidelity Investments Institutional | Schedule C ↗ |
| Independent auditor | Aldrich Cpas and Advisors (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
Plan history
Plan assets went from $5.2M at the end of plan year 2021 to $7.1M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 104 | $7.1M | $169K | $1,764 | 0.45% | Not published | Form 5500 ↗ |
| 2024 | 115 | $6.1M | $162K | $1,562 | 0.46% | Not published | Form 5500 ↗ |
| 2023 | 122 | $5.3M | $163K | $1,643 | 0.46% | Not published | Form 5500 ↗ |
| 2022 | 114 | $4.5M | $145K | $1,455 | 0.45% | Not published | Form 5500 ↗ |
| 2021 | 108 | $5.2M | $271K | $2,764 | 0.46% | Not published | Form 5500 ↗ |
Common questions
Does King Estate Winery, Limited Partnership(Oregon) match 401(k) contributions?
The match terms for the King Estate Winery 401(k) Plan have not been published from its filing yet. The plan year 2025 filing reports $169K in employer contributions, about $1,764 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the King Estate Winery, Limited Partnership(Oregon) 401(k) match vested?
The vesting schedule for the King Estate Winery 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the King Estate Winery, Limited Partnership(Oregon) 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Fidelity Investments Institutional. The plan administrator is King Estate Winery, Limited Partnership(Oregon).
I left King Estate Winery, Limited Partnership(Oregon). How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (King Estate Winery, Limited Partnership(Oregon), (541) 942-9874) or the recordkeeper, Fidelity Investments Institutional. The King Estate Winery, Limited Partnership(Oregon) old 401(k) page lists the contacts from every plan filing. Find an old King Estate Winery, Limited Partnership(Oregon) 401(k)
Data from the public Form 5500 annual reports King Estate Winery, Limited Partnership(Oregon) filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) 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 King Estate Winery, Limited Partnership(Oregon). Not financial advice. Report a correction · Methodology