Niebaum-Coppola Estate Winery 401(k) match, vesting and fees
What Niebaum-Coppola Estate Winery'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 | Caron & Bletzer PLLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2024 medians for 8,908 defined-contribution plans in manufacturing with 100 to 499 participants.
| Niebaum-Coppola Estate Winery: employer contribution per participant | $1,096 | |
| Peer median | $1,847 |
| Niebaum-Coppola Estate Winery: average balance | $134,407 | |
| Peer median | $65,512 |
| Niebaum-Coppola Estate Winery: admin expenses ÷ assets | 0.19% | |
| Peer median | 0.32% |
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 $49.4M at the end of plan year 2021 to $39.1M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 370 | $39.1M | $319K | $1,096 | 0.19% | Not published | Form 5500 ↗ |
| 2023 | 322 | $38M | $302K | $937 | 0.20% | Not published | Form 5500 ↗ |
| 2022 | 432 | $35.4M | $326K | $907 | 0.22% | Not published | Form 5500 ↗ |
| 2021 | 478 | $49.4M | $904K | $2,178 | 0.22% | Not published | Form 5500 ↗ |
Common questions
Does Niebaum-Coppola Estate Winery match 401(k) contributions?
The match terms for the The Coppola Companies Retirement Savings Plan have not been published from its filing yet. The plan year 2024 filing reports $319K in employer contributions, about $1,096 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Niebaum-Coppola Estate Winery 401(k) match vested?
The vesting schedule for the The Coppola Companies Retirement Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Niebaum-Coppola Estate Winery 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Investments Institutional. The plan administrator is Niebaum-Coppola Estate Winery, LP.
I left Niebaum-Coppola Estate Winery. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Niebaum-Coppola Estate Winery, LP, (707) 251-3220) or the recordkeeper, Fidelity Investments Institutional. The Niebaum-Coppola Estate Winery old 401(k) page lists the contacts from every plan filing. Find an old Niebaum-Coppola Estate Winery 401(k)
Data from the public Form 5500 annual reports Niebaum-Coppola Estate Winery 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 Niebaum-Coppola Estate Winery. Not financial advice. Report a correction · Methodology