Ste. Michelle Wine Estates 401(k) match, vesting and fees
What Ste. Michelle Wine Estates' 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 | Baker Tilly US, 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 1,619 defined-contribution plans in manufacturing with 1,000 to 4,999 participants.
| Ste. Michelle Wine Estates: employer contribution per participant | $3,152 | |
| Peer median | $2,413 |
| Ste. Michelle Wine Estates: average balance | $49,162 | |
| Peer median | $86,456 |
| Ste. Michelle Wine Estates: admin expenses ÷ assets | 0.33% | |
| Peer median | 0.12% |
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 $11M at the end of plan year 2021 to $51.2M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 1,074 | $51.2M | $3.3M | $3,152 | 0.33% | Not published | Form 5500 ↗ |
| 2023 | 1,594 | $44.9M | $5M | $3,950 | 0.31% | Not published | Form 5500 ↗ |
| 2022 | 1,355 | $28.7M | $5.4M | $4,666 | 0.54% | Not published | Form 5500 ↗ |
| 2021 | 1,007 | $11M | $310K | $349 | 0.09% | Not published | Form 5500 ↗ |
Other Ste. Michelle Wine Estates plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Ste. Michelle Wine Estates LLC Retirement Income Plan
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 | Fid Inv Inst Ops Co | Schedule C ↗ |
| Independent auditor | Baker Tilly US, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Active | Form 5500 ↗ |
Common questions
Does Ste. Michelle Wine Estates match 401(k) contributions?
The match terms for the Ste. Michelle Wine Estates LLC 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $3.3M in employer contributions, about $3,152 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Ste. Michelle Wine Estates 401(k) match vested?
The vesting schedule for the Ste. Michelle Wine Estates LLC 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Ste. Michelle Wine Estates 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Investments Institutional. The plan administrator is Ste. Michelle Wine Estates, LLC.
I left Ste. Michelle Wine Estates. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Ste. Michelle Wine Estates, LLC, (425) 488-1133) or the recordkeeper, Fidelity Investments Institutional. The Ste. Michelle Wine Estates old 401(k) page lists the contacts from every plan filing. Find an old Ste. Michelle Wine Estates 401(k)
Data from the public Form 5500 annual reports Ste. Michelle Wine Estates 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 Ste. Michelle Wine Estates. Not financial advice. Report a correction · Methodology