Plan Snapshot
- Plan Sponsor: Beverage Marketing Usa, Incorpor
- Sponsor EIN: 133667302
- Sponsor Address: 60 CROSSWAYS PARK DRIVE WEST, WOODBURY, NY, 11797
- Plan Type: 401(k)
- Total Participants: 1,342
- Total Assets: $93.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 1,342 | $93.0M | $2.2M | $5.2M |
| 2023 | 680 | $74.6M | $1.7M | $3.6M |
| 2022 | 682 | $66.3M | $1.7M | $3.6M |
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 |
|---|---|---|---|---|
| SACCO CPA PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SACCO CPA PLLC — 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 | $400,349 | $259,296 | — | — | — |
| 2023 | $25,418 | — | — | — | — |
| 2022 | $21,940 | — | — | — | — |