# Beam Global Spirits & Wine, INC. DB Plan
Source: https://planprovider.pro/companies/beam-global-spirits-wine-inc-plan

> Beam Global Spirits & Wine, INC.'s DB plan: 269 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|

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