# Brewery X, LLC 401(k) Plan
Source: https://planprovider.pro/companies/brewery-x-llc-401k-plan

> Brewery X, LLC's 401(k) plan: 136 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Brewery X, LLC

- **Sponsor EIN:** 831250524

- **Sponsor Address:** 3191 EAST LA PALMA AVE, ANAHEIM, CA, 92806

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

- **Total Participants:** 136

- **Total Assets:** $1.1M

## 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|136|$1.1M|$166,346|$367,064|

| 2023|123|$541,354|$120,826|$242,893|

## 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|

| DALIA BADAJOS|ADVISOR|$5,826|—|$5,826|

| STEPHENS, REIDINGER & BELLER LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [DALIA BADAJOS](https://planprovider.pro/provider/royal-alliance-associates-inc) — ADVISOR

- [STEPHENS, REIDINGER & BELLER LLP](https://planprovider.pro/provider/stephens-reidinger-and-beller-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $5,826

- **Estimated Expense Ratio:** 0.548% 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|$8,541|$8,541|—|—|—|

| 2023|$2,061|$2,061|—|—|—|

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