Plan Snapshot
- Plan Sponsor: Boston Beer Corporation
- Sponsor EIN: 043537265
- Sponsor Address: ONE DESIGN CENTER PLACE SUITE 850, BOSTON, MA, 02210
- Plan Type: 401(k)
- Total Participants: 2,589
- Total Assets: $353.4M
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 | 2,589 | $353.4M | $8.9M | $18.5M |
| 2023 | 2,622 | $290.5M | $8.9M | $17.3M |
| 2022 | 2,639 | $223.4M | $7.7M | $15.8M |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | RECORDKEEPER | $160,954 | — | $160,954 |
| DELOITTE & TOUCHE LLP | AUDITOR | $132,385 | — | $132,385 |
| DELOITTE & TOUCHE | Auditor | $78,852 | — | $78,852 |
| MMA SECURITIES LLC | INVESTMENT ADVISOR | $37,358 | — | $37,358 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DELOITTE & TOUCHE LLP — AUDITOR
- DELOITTE & TOUCHE — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $409,549
- Estimated Expense Ratio: 0.116% 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 | $197,333 | $22,252 | — | $78,852 | — |
| 2023 | $107,469 | $21,631 | — | — | — |
| 2022 | $250,660 | $63,084 | $187,576 | — | — |