Mesa Vineyard Management, Inc. 401(k) Plan: Login, Facts & Contact Information

Mesa Vineyard Management, Inc. 401(k) Plan Facts

Plan name
MESA VINEYARD 401(K) RETIREMENT PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
MESA VINEYARD MANAGEMENT, INC.
Participants
520 (445 active employees)
Former employees with a balance
50
Plan assets
$18,538,762 at Dec 31, 2024
Average account balance
$68,917 across 269 accounts
Employer contributions
$641,617 in plan year 2024 (39% of all contributions)
Recordkeeper
Evolve Retirement Plan Solutions
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jan 1, 1994
✓ 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 14, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $1.63 million went into the plan in contributions, $641,617 of it from the employer (39%).
  • $3.25 million was paid out to participants.
  • Investment and other income added $1.86 million.
  • Administrative expenses were $85,471, about $318 per account.

How the Mesa Vineyard Management, Inc. 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019532$14.3 million$520,532$702,887
2020542$16.5 million$540,114$757,267
2021462$19.2 million$541,675$662,815
2022403$16.3 million$556,676$2.05 million
2023422$18.4 million$591,897$1.46 million
2024520$18.5 million$641,617$3.25 million

Mesa Vineyard Management, Inc. 401(k) Contact Information

Phone
805-434-4100
Mailing address
110 GIBSON ROAD, TEMPLETON CA 93465
Plan sponsor
MESA VINEYARD MANAGEMENT, INC.
Employer identification number (EIN)
77-0202905
Plan number
001

Questions about the Mesa Vineyard Management, Inc. 401(k)

Does Mesa Vineyard Management, Inc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $641,617, 39% of all contributions.

Does the Mesa Vineyard Management, Inc 401(k) have automatic enrollment?

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

How many people are in the Mesa Vineyard Management, Inc 401(k) plan?

520 participants at the start of plan year 2024, 445 of them active employees, and 50 former employees who still had money in the plan.

What is the average 401(k) balance at Mesa Vineyard Management, Inc?

About $68,917 per account: $18.5 million in plan assets across 269 accounts with a balance at the end of plan year 2024.

Who manages the Mesa Vineyard Management, Inc 401(k) accounts?

EVOLVE RETIREMENT PLAN SOLUTIONS is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Mesa Vineyard Management, Inc. How do I access my 401(k)?

Your account stays with EVOLVE RETIREMENT PLAN SOLUTIONS 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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