Plan Snapshot
- Plan Sponsor: Alltech Beverage Division, LLC
- Sponsor EIN: 273279222
- Sponsor Address: 475 ANGLIANA AVE, LEXINGTON, KY, 405083134
- Plan Type: 401(k)
- Total Participants: 64
- Total Assets: $6.9M
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 | 64 | $6.9M | $139,849 | $321,675 |
| 2023 | 86 | $6.7M | $236,635 | $393,231 |
| 2022 | 106 | $5.7M | $311,815 | $417,162 |
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 |
|---|---|---|---|---|
| DEAN DORTON ALLEN FORD, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DEAN DORTON ALLEN FORD, PLLC — Auditor
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 | $66,691 | $27,120 | $39,571 | — | — |
| 2023 | $39,887 | — | $39,887 | — | — |
| 2022 | $42,037 | — | $42,037 | — | — |