Plan Snapshot
- Plan Sponsor: Abc Liquors, INC. Dba Abc Fine Wine & Spirits
- Sponsor EIN: 590686670
- Sponsor Address: PO BOX 593688, ORLANDO, FL, 328593688
- Plan Type: 401(k)
- Total Participants: 1,083
- Total Assets: $45.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 1,083 | $45.0M | $1.3M | $3.2M |
| 2023 | 1,009 | $41.2M | $1.4M | $3.2M |
| 2022 | 1,066 | $39.2M | $1.3M | $3.2M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| REHMANN ROBSON LLC | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $178,922 | — | — | — | — |
| 2023 | $162,091 | — | — | — | — |
| 2022 | $158,895 | — | — | — | — |