Foley Family Wines, Llc 401(k) Plan: Login, Facts & Contact Information

Foley Family Wines, Llc 401(k) Plan Facts

Plan name
FOLEY FAMILY WINES 401(K) PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
FOLEY FAMILY WINES, INC.
Participants
985 (632 active employees)
Former employees with a balance
406
Plan assets
$47,812,550 at Dec 31, 2024
Average account balance
$47,246 across 1,012 accounts
Employer contributions
$1,277,653 in plan year 2024 (18% of all contributions)
Recordkeeper
Fidelity Investments Institutional
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jan 1, 2001
✓ 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 Oct 15, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $7.04 million went into the plan in contributions, $1.28 million of it from the employer (18%).
  • $4.55 million was paid out to participants.
  • Investment and other income added $5.55 million.
  • Administrative expenses were $190,825, about $189 per account.

How the Foley Family Wines, Llc 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019478$12.3 million$0$1.55 million
2020611$19.3 million$166,981$1.16 million
2021648$28.3 million$523,374$2.51 million
2022735$28.1 million$1.39 million$1.91 million
2023954$40.0 million$1.29 million$5.27 million
2024985$47.8 million$1.28 million$4.55 million

Foley Family Wines, Llc 401(k) Contact Information

Phone
707-708-8186
Mailing address
200 CONCOURSE BLVD., SANTA ROSA CA 95403
Plan sponsor
FOLEY FAMILY WINES, INC.
Employer identification number (EIN)
26-0823176
Plan number
001

Questions about the Foley Family Wines, Llc 401(k)

Does Foley Family Wines, Llc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $1.28 million, 18% of all contributions.

Does the Foley Family Wines, Llc 401(k) have automatic enrollment?

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

How many people are in the Foley Family Wines, Llc 401(k) plan?

985 participants at the start of plan year 2024, 632 of them active employees, and 406 former employees who still had money in the plan.

What is the average 401(k) balance at Foley Family Wines, Llc?

About $47,246 per account: $47.8 million in plan assets across 1,012 accounts with a balance at the end of plan year 2024.

Who manages the Foley Family Wines, Llc 401(k) accounts?

Fidelity NetBenefits (listed on the filing as FIDELITY INVESTMENTS INSTITUTIONAL) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Foley Family Wines, Llc. 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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