Plan Snapshot
- Plan Sponsor: Athletic Brewing Company, LLC
- Sponsor EIN: 821750064
- Sponsor Address: 350 LONG BEACH BLVD., UNIT A, STRATFORD, CT, 06661
- Plan Type: 401(k)
- Total Participants: 268
- Total Assets: $11.7M
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 | 268 | $11.7M | $950,900 | $1.5M |
| 2023 | 219 | $7.4M | $754,923 | $1.2M |
| 2022 | 219 | $4.8M | $697,048 | $1.1M |
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 |
|---|---|---|---|---|
| FORVIS MAZARS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS MAZARS, LLP — 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 | $25,886 | — | $22,316 | — | — |
| 2023 | $21,450 | — | $19,465 | — | — |
| 2022 | $9,738 | — | $9,738 | — | — |