# Blue Ridge Beverage Company, INC. 401(k) Plan
Source: https://planprovider.pro/companies/blue-ridge-beverage-company-inc-540143872-001

> Blue Ridge Beverage Company, INC.'s 401(k) plan: 487 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Blue Ridge Beverage Company, INC.

- **Sponsor EIN:** 540143872

- **Sponsor Address:** 4446 BARLEY DRIVE, SALEM, VA, 24153

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

- **Plan Number:** 001

- **Total Participants:** 487

- **Total Assets:** $31.1M

## 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|487|$31.1M|$751,524|$1.9M|

| 2023|497|$29.3M|$702,643|$1.8M|

| 2022|450|$25.4M|$637,887|$1.6M|

## 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|

| JPMORGAN INVEST HOLDINGS LLC|Recordkeeper|$60,268|—|$60,268|

| HARBOR INVESTMENT ADVISORY LLC|Investment Advisor|$60,000|—|$60,000|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $120,268

- **Estimated Expense Ratio:** 0.387% 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|$88,857|—|$88,857|—|—|

| 2023|$84,992|—|$84,992|—|—|

| 2022|$81,459|—|$81,459|—|—|

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