The Wine Group Retirement Savings Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 78, placing it in the top 15% of all plans in its peer group. This plan is also in the top 15% of plans for Company Generosity. The Wine Group Retirement Savings Plan currently has over 500 active participants and over $39.0M in plan assets.
| Address |
4596 South Tracy Road
Tracy, CA 95378 |
| Industry | Wineries |
| Administrator | Kris Mesker |
| Net Plan Assets | $39,000,000 |
| Total Participants | 590 |
| Avg Account Balance | $70,000 |
| Anheuser Busch Fort Collins... | 75.5 |
| Boston Beer | 75.2 |
| Anheuser Busch/Local Union 1129 | 74.1 |
| F. Korbel & Bros. | 70.8 |
| Jackson Family Enterprises | 63.9 |
| New Belgium Brewing Company | 50.4 |
| 1. | Schwab Retirement Advantage Money Market | 14% |
| 2. | Vanguard 500 Index | 11% |
| 3. | Dodge & Cox Income | 8% |
| Recordkeeper | Charles Schwab |
| Auditor | Campbell Taylor & Company |
| Corporate Trustee | Charles Schwab |

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