Bacchus Management Group 401(k) Plan: Login, Facts & Contact Information

Bacchus Management Group 401(k) Plan Facts

Plan name
BMG 401(K) PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
BACCHUS MANAGEMENT GROUP
Participants
628 (911 active employees)
Former employees with a balance
31
Plan assets
$5,038,197 at Dec 31, 2024
Average account balance
$45,389 across 111 accounts
Employer contributions
$101,486 in plan year 2024 (17% of all contributions)
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jan 1, 2006
✓ Employer contributions— Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments✓ Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Aug 22, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $584,006 went into the plan in contributions, $101,486 of it from the employer (17%).
  • $223,704 was paid out to participants.
  • Investment and other income added $665,447.

How the Bacchus Management Group 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019658$2.99 million$103,702$169,033
2020643$3.41 million$121,895$330,957
2021255$3.77 million$0$304,621
2022925$3.11 million$149,543$374,549
2023927$4.02 million$177,318$302,269
2024628$5.04 million$101,486$223,704

Bacchus Management Group 401(k) Contact Information

Phone
415-282-2300
Mailing address
P.O. BOX 620442, WOODSIDE CA 94062
Plan sponsor
BACCHUS MANAGEMENT GROUP
Employer identification number (EIN)
94-3356925
Plan number
001

Questions about the Bacchus Management Group 401(k)

Does Bacchus Management Group contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $101,486, 17% of all contributions.

Does the Bacchus Management Group 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the Bacchus Management Group 401(k) plan?

628 participants at the start of plan year 2024, 911 of them active employees, and 31 former employees who still had money in the plan.

What is the average 401(k) balance at Bacchus Management Group?

About $45,389 per account: $5.04 million in plan assets across 111 accounts with a balance at the end of plan year 2024.

Who manages the Bacchus Management Group 401(k) accounts?

Fidelity NetBenefits is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Bacchus Management Group. How do I access my 401(k)?

Your account stays with Fidelity NetBenefits after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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