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Company:
Freixenet Sonoma Caves, Inc.
Plan:
Freixenet Sonoma Caves, Inc. Profit Sharing Plan
 

Freixenet Sonoma Caves, Inc.

70 Plan: Freixenet Sonoma Caves, Inc. Profit Sharing Plan

 
 
70
23
60
84
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 14 point difference between this plan's BrightScope Rating (70) and the top rated plan (84) could equate to:
[How is this calculated?]
8 additional years of work
Up to $98,500 in lost retirement savings.
The delay in retirement calculations apply solely to this defined contribution plan and do not take into account other retirement plans and programs offered by this employer.

 

Retirement Plan Description

Freixenet Sonoma Caves, Inc. Profit Sharing Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 70. This plan is in the top 15% of plans for Investment Menu Quality and Participation Rate. Freixenet Sonoma Caves, Inc. Profit Sharing Plan currently has over 100 active participants and over $6.1M in plan assets.

 

 Retirement Plan Details

Address Po Box 14
Sonoma, CA 95476-0014 
Industry Wineries
Administrator Geraldine Flatt
Net Plan Assets $6,130,000
Total Participants 110
Avg Account Balance $58,000

 Top 3 Funds in this 401k

1. Vanguard PRIMECAP 20%
2. Vanguard Windsor II 19%
3. T. Rowe Price Mid-Cap Growth 9%

  Plan Service Providers

Insurance Carrier Principal Financial Group
Administration Principal Financial Group
Auditor David J. Cormia
Insurance Advisor/Broker Qa3 Financial Corp
Insurance Advisor/Broker Russell P. Trumm
Insurance Advisor/Broker Randy Lee Green

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