Retirement plan

DOMINICK CHIRICHILLO WINES LLC, DBA DOMENICO WINERY 401K PLAN

Name: DOMINICK CHIRICHILLO WINES LLC, DBA DOMENICO WINERY - DOMINICK CHIRICHILLO WINES LLC, DBA DOMENICO WINERY 401K PLAN (2024) Form 5500
Creator: DOMINICK CHIRICHILLO WINES LLC, DBA DOMENICO WINERY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DOMINICK CHIRICHILLO WINES LLC, DBA DOMENICO WINERY 401K PLAN, DOMINICK CHIRICHILLO WINES LLC, DBA DOMENICO WINERY

DOMINICK CHIRICHILLO WINES LLC, DBA DOMENICO WINERYEIN 94-3396261Plan #001PY 2024

1697 INDUSTRIAL ROAD - SAN CARLOS, CA 94070650-593-2335

Prospect flagsLow assets / participantLow fidelity bond

How to read this page

Total assets (EOY)

$439K

+32.8% from 2023

Total participants

+17.2% from 2023

Average account balance

$13,301

+12.7% from 2023

Annual return

12.08%

-5.74 pp from 2023

Benchmarks

See 2,595 peers

Peer group

Industry31 - Manufacturing

Plan typeDefined contribution

Participants25-99

Cohort2,595 peers

Snapshot2024

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$439K

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$13K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

132.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$68K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+12.08%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$66

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2F2G2J2T3B3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

2 tripped

OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$2K

$88 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.499%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$13,301

$64,462-79.4%

$81,482-83.7%

$80,911-83.6%

Participation rate

96.0%

63.9%+32.1pp

69.5%+26.5pp

67.6%+28.4pp

Annual return

12.08%

16.35%-4.3pp

24.79%-12.7pp

35.63%-23.5pp

Employer contribution / active EE

$1,298

$1,979-34.4%

$2,463-47.3%

$2,756-52.9%

Participant deferral / active EE

$1,439

$3,094-53.5%

$3,885-63.0%

$4,297-66.5%

Admin fee / account holder

$66

$5,678-98.8%

$5,761-98.8%

$6,935-99.0%

DOMINICK CHIRICHILLO WINES LLC, DBA DOMENICO WINERY 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DOMINICK CHIRICHILLO WINES LLC, DBA DOMENICO WINERY 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion