Plan Snapshot
- Plan Sponsor: Allied Beverage Group, L.L.C.
- Sponsor EIN: 223408559
- Sponsor Address: 700 KAPKOWSKI ROAD, ELIZABETH, NJ, 07201
- Plan Type: 401(k)
- Total Participants: 284
- Total Assets: $90.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 284 | $90.8M | $945,288 | $3.5M |
| 2023 | 294 | $90.6M | $1.1M | $3.6M |
| 2022 | 310 | $78.8M | $1.1M | $3.6M |
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 |
|---|---|---|---|---|
| COHNREZNICK LLP | 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 | $155,634 | $75,000 | — | — | — |
| 2023 | $144,410 | $71,017 | — | — | — |
| 2022 | $148,668 | $71,808 | — | — | $76,860 |