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STE. MICHELLE WINE ESTATES LTD. 401(K) PLAN

Plan Contact

  • Address: 14111 NE 145TH STREET,WOODINVILLE,WA
  • Contact person: MICHELLE CANDELARIA
  • Phone: (425) 488-1133

Plan General Information

STE. MICHELLE WINE ESTATES LTD. 401(K) PLAN Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of STE. MICHELLE WINE ESTATES LTD. 401(K) PLAN is $44,880,785.00.This plan was established in 2021.

STE. MICHELLE WINE ESTATES LTD. 401(K) PLAN Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in STE. MICHELLE WINE ESTATES LTD. 401(K) PLAN is 1355

STE. MICHELLE WINE ESTATES LTD. 401(K) PLAN Average Participant Retirement Account Value

In 2023, the average participant retirement account value for STE. MICHELLE WINE ESTATES LTD. 401(K) PLAN is $33,122.00

STE. MICHELLE WINE ESTATES LTD. 401(K) PLAN Estimated Average Employee Contribution Amount

In 2023, the estimated average employee contribution amount per participant for STE. MICHELLE WINE ESTATES LTD. 401(K) PLAN is $6,621.00.

STE. MICHELLE WINE ESTATES LTD. 401(K) PLAN Estimated Average Employer Match

In 2023, the estimated average employer match for an employee in STE. MICHELLE WINE ESTATES LTD. 401(K) PLAN is approximately $3,681.00
Investing in this additonal $3,681.00 for 20 years would give you extra $235,628.00, assuming a 10% annual return.

STE. MICHELLE WINE ESTATES LTD. 401(K) PLAN Total Employer Contribution and Match Rate

In 2023, STE. MICHELLE WINE ESTATES LTD. 401(K) PLAN allocates $4,988,689.00 to match its employees' contributions, providing an employer match rate of 65.34% of their contributions

STE. MICHELLE WINE ESTATES LTD. 401(K) PLAN Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of STE. MICHELLE WINE ESTATES LTD. 401(K) PLAN is 56.34%.

STE. MICHELLE WINE ESTATES LTD. 401(K) PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for STE. MICHELLE WINE ESTATES LTD. 401(K) PLAN is 17.05%. This measures the effectiveness of the plan participants' investments in the year.

STE. MICHELLE WINE ESTATES LTD. 401(K) PLAN Expense Ratio

In 2023, the investment and administrative expense ratio of STE. MICHELLE WINE ESTATES LTD. 401(K) PLAN is 0.25%.

Enrollment Features

STE. MICHELLE WINE ESTATES LTD. 401(K) PLAN has the following features:
    Automatic Enrollment: It provides automatic enrollment with elective contributions deducted from payroll.
    Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.


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