Wine Enthusiast 401(k) match, vesting and fees
What Wine Enthusiast'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 | Mspc Certified Public Accounts (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 3,141 defined-contribution plans in retail trade with 100 to 499 participants.
| Wine Enthusiast: employer contribution per participant | $985 | |
| Peer median | $1,216 |
| Wine Enthusiast: average balance | $121,576 | |
| Peer median | $50,590 |
| Wine Enthusiast: admin expenses ÷ assets | 0.33% | |
| Peer median | 0.43% |
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 $15M at the end of plan year 2021 to $18M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 225 | $18M | $146K | $985 | 0.33% | Not published | Form 5500 ↗ |
| 2023 | 197 | $14.4M | $60K | $481 | — | Not published | Form 5500 ↗ |
| 2022 | 198 | $12.6M | $237K | $1,853 | — | Not published | Form 5500 ↗ |
| 2021 | 177 | $15M | $117K | $1,023 | 0.06% | Not published | Form 5500 ↗ |
Common questions
Does Wine Enthusiast match 401(k) contributions?
The match terms for the The Wine Enthusiast, Inc. 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $146K in employer contributions, about $985 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Wine Enthusiast 401(k) match vested?
The vesting schedule for the The Wine Enthusiast, Inc. 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Wine Enthusiast 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Investments Institutional. The plan administrator is The Wine Enthusiast, Inc..
I left Wine Enthusiast. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (The Wine Enthusiast, Inc., (914) 345-9463) or the recordkeeper, Fidelity Investments Institutional. The Wine Enthusiast old 401(k) page lists the contacts from every plan filing. Find an old Wine Enthusiast 401(k)
Data from the public Form 5500 annual reports Wine Enthusiast 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 Wine Enthusiast. Not financial advice. Report a correction · Methodology