# Breakthru Beverage Group, LLC DC Plan
Source: https://planprovider.pro/companies/breakthru-beverage-group-llc-plan-007

> Breakthru Beverage Group, LLC's DC plan: 360 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Breakthru Beverage Group, LLC

- **Sponsor EIN:** 352545107

- **Sponsor Address:** 60 EAST 42ND STREET, NEW YORK, NY, 10165

- **Plan Type:** DC

- **Total Participants:** 360

- **Total Assets:** $19.8M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **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|360|$19.8M|$1.4M|$605,973|

| 2023|342|$17.3M|$1.3M|$486,217|

| 2022|328|$15.1M|$1.0M|$480,252|

## 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|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$17,816|—|$17,816|

| ELLIN & TUCKER, CHARTERED|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [ELLIN & TUCKER, CHARTERED](https://planprovider.pro/provider/ellin-and-tucker-chartered) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $17,816

- **Estimated Expense Ratio:** 0.090% 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|$28,360|$2,644|$1,200|—|—|

| 2023|$20,273|$2,287|—|—|—|

| 2022|$26,272|$2,856|—|—|—|

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