# American Beverage Marketers 401(k) Plan
Source: https://planprovider.pro/companies/american-beverage-marketers-401k-plan

> American Beverage Marketers's 401(k) plan: 178 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** American Beverage Marketers

- **Sponsor EIN:** 610221270

- **Sponsor Address:** 810 PROGRESS BLVD., NEW ALBANY, IN, 47150

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

- **Total Participants:** 178

- **Total Assets:** $36.4M

## 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|178|$36.4M|$1.0M|$1.5M|

| 2023|157|$31.3M|$908,976|$1.4M|

| 2022|153|$26.2M|$835,679|$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|

| EMPOWER ANNUITY INS CO OF AMERICA|RECORDKEEPER|$86,319|—|$86,319|

| UBS FINANCIAL SERVICES, INC.|INVESTMENT ADVISOR|$30,000|—|$30,000|

| RETIREMENT MANAGEMENT SVCS LLC|THIRD PARTY ADMINISTRATOR|—|$13,441|$13,441|

| DEAN DORTON ALLEN FORD PLLC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [UBS FINANCIAL SERVICES, INC.](https://planprovider.pro/provider/aspire-financial-services) — INVESTMENT ADVISOR

- [DEAN DORTON ALLEN FORD PLLC](https://planprovider.pro/provider/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:** $129,760

- **Estimated Expense Ratio:** 0.357% 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|$114,479|—|$114,479|—|—|

| 2023|$100,259|$30,000|$70,259|—|—|

| 2022|$112,388|$100,269|$12,119|—|—|

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