# Bacardi U.S.A., INC. 401(k) Plan
Source: https://planprovider.pro/companies/bacardi-u-s-a-inc-401k-plan

> Bacardi U.S.A., INC.'s 401(k) plan: 1,088 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Bacardi U.S.A., INC.

- **Sponsor EIN:** 131507147

- **Sponsor Address:** 3011 PONCE DE LEON, CORAL GABLES, FL, 33134

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

- **Total Participants:** 1,088

- **Total Assets:** $290.0M

## 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|1,088|$290.0M|$10.7M|$10.0M|

| 2023|1,095|$267.4M|$9.9M|$10.4M|

| 2022|1,144|$223.0M|$11.8M|$10.7M|

## 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|

| CROWE, 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|$945,882|$765,208|$9,181|—|—|

| 2023|$807,930|$591,150|$8,906|—|—|

| 2022|$711,408|—|—|—|—|

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