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Original filing (PDF)20251009103304NAL0006451713001
BOGLE VINEYARDS INC
Form 5500
FILING_RECEIVED
BOGLE VINEYARDS INC 401(K) RETIREMENT PLAN
401(k) retirement plan
Signals · 2
No recordkeeper disclosed10 service providers
Active participants
320
Accounts w/ balance
195
Plan assets (EOY)
$23.5M
Net assets (EOY)
$23.5M
How this plan invests
This plan
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
80
Participation health
80
Knocking points off
- No recordkeeper disclosed on Schedule C.
- 61% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
- Below-peer total fees (5 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BOGLE VINEYARDS INC.
Plan sponsor
Name
BOGLE VINEYARDS INC
EIN
94-2247790
Address
49762 HAMILTON ROAD · CLARKSBURG, CA · 95612
Phone
(916) 744-1139
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-09
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
2S · Automatic enrollment
Audit & trust (Schedule H)
Auditor
JOHN WADDELL & CO., CPAS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
10 rowsOther
10| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| T. ROWE PRICE RPS, INC. | 52-1309931 | — | NONE | $12K | — |
| PIMCO FUNDS | 33-0629048 | — | NONE | $0 | — |
| DODGE & COX | 94-1441976 | — | NONE | $0 | — |
| COLUMBIA FUNDS | 93-0577450 | — | NONE | $0 | — |
| BUFFALO FUNDS, | 48-1069845 | — | NONE | $0 | — |
| INVESCO | 26-4521338 | — | NONE | $0 | — |
| LOOMIS - SAYLES - NATIXIS - HANSBER | 04-3200030 | — | NONE | $0 | — |
| VANGUARD GROUP | 23-1945930 | — | NONE | $0 | — |
| TIAA-CREF | 13-1624203 | — | NONE | $0 | — |
| PUTNAM MUTUAL FUNDS | 36-4488942 | — | NONE | $0 | — |
Investments
31 direct securities· $23.5M(100% of reported assets)
Uncategorized
$23.3M
30 holdings
Mutual Funds
$191K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T. Rowe Price Blue Chip Growth - | — | — | — | $3.2M | 13.7% | |
| T. Rowe Price Retirement 2030 - | — | — | — | $2.5M | 10.6% | |
| T. Rowe Price Equity Index 500 - | — | — | — | $2.0M | 8.3% | |
| T. Rowe Price Retirement 2050 - | — | — | — | $1.8M | 7.5% | |
| T. Rowe Price U.S. Treasury Money - | — | — | — | $1.6M | 7.0% | |
| T. Rowe Price Retirement 2045 - | — | — | — | $1.5M | 6.3% | |
| T. Rowe Price Retirement 2035 - | — | — | — | $1.4M | 6.0% | |
| T. Rowe Price Government Money - | — | — | — | $1.4M | 6.0% | |
| T. Rowe Price Retirement 2040 - | — | — | — | $1.2M | 5.1% | |
| T. Rowe Price Retirement 2025 - | — | — | — | $1.1M | 4.8% | |
| T. Rowe Price Mid-Cap Value - | — | — | — | $854K | 3.6% | |
| Buffalo Funds Discovery Fund - | — | — | — | $833K | 3.6% | |
| T. Rowe Price New Horizons - | — | — | — | $636K | 2.7% | |
| T. Rowe Price Retirement 2055 - | — | — | — | $557K | 2.4% | |
| Dodge & Cox International Stock Fund - | — | — | — | $395K | 1.7% | |
| Vanguard Total Stock Market Index Fund Admiral Shares - | — | — | — | $359K | 1.5% | |
| Notes Receivable from Participants * Participant loans, 4.00% - 10.00% - | — | — | — | $325K | 1.4% | |
| T. Rowe Price Retirement 2060 - | — | — | — | $286K | 1.2% | |
| T. Rowe Price Capital Appreciation - | — | — | — | $225K | 1.0% | |
| T. Rowe Price U.S. Treasury Long Term - | — | — | — | $211K | 0.9% | |
| s * T. Rowe Price International Stock - $ | Mutual Funds | — | — | $191K | 0.8% | |
| T. Rowe Price Retirement 2065 - | — | — | — | $184K | 0.8% | |
| T. Rowe Price Spectrum Moderate Growth - | — | — | — | $173K | 0.7% | |
| T. Rowe Price Retirement 2020 - | — | — | — | $140K | 0.6% | |
| T. Rowe Price Retirement 2015 - | — | — | — | $110K | 0.5% | |
| Nuveen Real Estate Securities Select Ret - | — | — | — | $97K | 0.4% | |
| PIMCO Low Duration Fund, Instl - | — | — | — | $96K | 0.4% | |
| PIMCO Total Return Fund, Instl - | — | — | — | $71K | 0.3% | |
| Putnam Large Cap Value R6 - | — | — | — | $50K | 0.2% | |
| Columbia Funds Columbia Small Cap Index Instl 2 - | — | — | — | $15K | <0.1% | |
| Invesco Developing Markets A - | — | — | — | $3K | <0.1% |