Plan Snapshot
- Plan Sponsor: Alliance Beverage Distributing LLC
- Sponsor EIN: 462038111
- Sponsor Address: 4490 60TH STREET SE, GRAND RAPIDS, MI, 49512
- Plan Type: 401(k)
- Total Participants: 423
- Total Assets: $25.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 423 | $25.9M | $585,961 | $1.5M |
| 2023 | 404 | $26.3M | $601,845 | $1.5M |
| 2022 | 370 | $22.0M | $489,904 | $1.3M |
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 |
|---|---|---|---|---|
| CROWE LLP | Auditor | $14,000 | — | $14,000 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $14,000
- Estimated Expense Ratio: 0.054% 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 | $115,741 | $54,019 | — | $14,000 | — |
| 2023 | $108,746 | $60,651 | — | $11,000 | — |
| 2022 | $100,228 | — | $88,878 | — | $11,350 |