Sutter Home Winery 401(k) match, vesting and fees
What Sutter Home 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 | Bpm 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.
| Sutter Home Winery: employer contribution per participant | $3,202 | |
| Peer median | $2,413 |
| Sutter Home Winery: average balance | $212,154 | |
| Peer median | $86,456 |
| Sutter Home Winery: admin expenses ÷ assets | 0.02% | |
| 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 $307M at the end of plan year 2021 to $341M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 1,677 | $341M | $5.2M | $3,202 | 0.02% | Not published | Form 5500 ↗ |
| 2023 | 1,575 | $332M | $12.7M | $8,758 | 0.07% | Not published | Form 5500 ↗ |
| 2022 | 1,591 | $319M | $8.4M | $5,729 | 0.07% | Not published | Form 5500 ↗ |
| 2021 | 1,608 | $307M | $16.6M | $11,331 | 0.09% | Not published | Form 5500 ↗ |
Common questions
Does Sutter Home Winery match 401(k) contributions?
The match terms for the Sutter Home Winery, Inc. 401(k) and Profit Sharing Plan have not been published from its filing yet. The plan year 2024 filing reports $5.2M in employer contributions, about $3,202 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Sutter Home Winery 401(k) match vested?
The vesting schedule for the Sutter Home Winery, Inc. 401(k) and Profit Sharing Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Sutter Home Winery 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Investments Institutional. The plan administrator is 401k and Profit Sharing Committee.
I left Sutter Home Winery. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (401k and Profit Sharing Committee, (707) 963-3104) or the recordkeeper, Fidelity Investments Institutional. The Sutter Home Winery old 401(k) page lists the contacts from every plan filing. Find an old Sutter Home Winery 401(k)
Data from the public Form 5500 annual reports Sutter Home 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 Sutter Home Winery. Not financial advice. Report a correction · Methodology