Plan Snapshot
- Plan Sponsor: Beam Global Spirits & Wine, INC.
- Sponsor EIN: 364054676
- Sponsor Address: 222 W MERCHANDISE MART PLAZA, CHICAGO, IL, 60654
- Plan Type: DB
- Total Participants: 269
- Total Assets: $159.0M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 269 | $159.0M | $0 | $0 |
| 2023 | 295 | $170.1M | $0 | $0 |
| 2022 | 318 | $211.6M | $0 | $0 |
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 |
|---|---|---|---|---|
| GRANT THORNTON LLP | Auditor | $25,410 | — | $25,410 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GRANT THORNTON LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $25,410
- Estimated Expense Ratio: 0.016% 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 | $1,659,507 | $195,562 | — | $25,410 | — |
| 2023 | $1,746,727 | $233,997 | — | $24,150 | — |
| 2022 | $2,344,033 | $60,633 | — | — | $989,231 |