# Advance Beverage Co., INC. 401(k) Plan
Source: https://planprovider.pro/companies/advance-beverage-co-inc-952701458-001

> Advance Beverage Co., INC.'s 401(k) plan: 136 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Advance Beverage Co., INC.

- **Sponsor EIN:** 952701458

- **Sponsor Address:** 5200 DISTRICT BLVD., BAKERSFIELD, CA, 93313

- **Plan Type:** 401(k)

- **Plan Number:** 001

- **Total Participants:** 136

- **Total Assets:** $25.3M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **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|136|$25.3M|$248,292|$282,662|

| 2023|143|$25.3M|$302,363|$283,277|

| 2022|148|$22.9M|$292,114|$282,522|

## 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|

| CAPFINANCIAL PARTNERS LLC DBA CAPTR|Investment Advisor|$54,095|—|$54,095|

| EMPOWER ANNUITY INSURANCE COMPANY O|Recordkeeper|$40,165|—|$40,165|

| ADVANCE BEVERAGE COMPANY, INC.|Other Service Provider|$18,000|—|$18,000|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $112,260

- **Estimated Expense Ratio:** 0.445% of plan assets

### 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|$112,260|$54,095|—|—|—|

| 2023|$107,288|$71,660|—|—|—|

| 2022|$138,376|$105,992|$32,384|—|—|

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