Plan Snapshot
- Plan Sponsor: Anheuser-Busch, LLC And The Int'L Brotherhood Of Teamsters
- Sponsor EIN: 430161000
- Sponsor Address: ONE BUSCH PLACE 202-9N, ST. LOUIS, MO, 63118
- Plan Type: DC
- Total Participants: 2,427
- Total Assets: $505.0M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 2,427 | $505.0M | $23.5M | $215,578 |
| 2023 | 2,581 | $499.7M | $23.7M | $192,387 |
| 2022 | 2,621 | $458.1M | $23.0M | $168,663 |
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 |
|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | Recordkeeper | $114,916 | — | $114,916 |
| VANGUARD ADVISERS INC. | Recordkeeper | $103,076 | — | $103,076 |
| MARQUETTE ASSOCIATES INC | Other Service Provider | $44,167 | — | $44,167 |
| O'DONOGHUE & O'DONOGHUE LLP | Other Service Provider | $22,622 | — | $22,622 |
| CLARK SCHAEFER HACKETT | Other Service Provider | $11,750 | — | $11,750 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- THE VANGUARD GROUP, INC. — Recordkeeper
- VANGUARD ADVISERS INC. — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $296,531
- Estimated Expense Ratio: 0.059% 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 | $297,838 | $103,076 | — | $11,750 | — |
| 2023 | $334,542 | $95,875 | — | $4,000 | — |
| 2022 | $433,768 | — | — | — | — |