Wine Group 401(k) match, vesting and fees
What Wine Group'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 | Schwab Retirement Plan Services,inc | Schedule C ↗ |
| Independent auditor | Campell Taylor Washburn (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 1,612 defined-contribution plans in manufacturing with 500 to 999 participants.
| Wine Group: employer contribution per participant | $4,423 | |
| Peer median | $2,038 |
| Wine Group: average balance | $148,084 | |
| Peer median | $72,907 |
| Wine Group: admin expenses ÷ assets | 0.23% | |
| Peer median | 0.20% |
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 $137M at the end of plan year 2021 to $136M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 925 | $136M | $4.1M | $4,423 | 0.23% | Not published | Form 5500 ↗ |
| 2023 | 966 | $128M | $4.1M | $4,383 | 0.23% | Not published | Form 5500 ↗ |
| 2022 | 948 | $116M | $4.1M | $4,407 | 0.24% | Not published | Form 5500 ↗ |
| 2021 | 957 | $137M | $2M | $2,182 | 0.18% | Not published | Form 5500 ↗ |
Other Wine Group plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
The Wine Group - Franzia Winery Retirement and Savings 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 | Schwab Retirement Plan Services,inc | Schedule C ↗ |
| Independent auditor | Cambell Taylor Washburn (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
Common questions
Does Wine Group match 401(k) contributions?
The match terms for the The Wine Group Retirement & Savings Plan have not been published from its filing yet. The plan year 2024 filing reports $4.1M in employer contributions, about $4,423 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Wine Group 401(k) match vested?
The vesting schedule for the The Wine Group Retirement & Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Wine Group 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Schwab Retirement Plan Services,inc. The plan administrator is The Wine Group, Inc..
I left Wine Group. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (The Wine Group, Inc., (209) 599-4111) or the recordkeeper, Schwab Retirement Plan Services,inc. The Wine Group old 401(k) page lists the contacts from every plan filing. Find an old Wine Group 401(k)
Data from the public Form 5500 annual reports Wine Group 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 Group. Not financial advice. Report a correction · Methodology