Plan Snapshot
- Plan Sponsor: Suntory Global Spirits, INC.
- Sponsor EIN: 133295276
- Sponsor Address: 11 MADISON AVENUE, NEW YORK, NY, 10010
- Plan Type: 401(k)
- Total Participants: 1,967
- Total Assets: $631.2M
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 | 1,967 | $631.2M | $19.0M | $20.0M |
| 2023 | 2,062 | $577.2M | $31.1M | $20.5M |
| 2022 | 1,981 | $475.7M | $28.7M | $18.5M |
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 | $26,880 | — | $26,880 |
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: $26,880
- Estimated Expense Ratio: 0.004% 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 | $144,465 | — | — | $26,880 | — |
| 2023 | $173,158 | — | — | $25,620 | — |
| 2022 | $176,888 | — | — | — | $37,263 |