Plan Snapshot
- Plan Sponsor: Budweiser-Busch Distributing Company, INC.
- Sponsor EIN: 630498766
- Sponsor Address: 1050 E I65 SERVICE ROAD N, MOBILE, AL, 36617
- Plan Type: DC
- Total Participants: 143
- Total Assets: $17.1M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 143 | $17.1M | $93,099 | $371,296 |
| 2023 | 103 | $14.1M | $122,589 | $364,034 |
| 2022 | 100 | $11.5M | $115,097 | $354,425 |
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 | $31,545 | — | $31,545 |
| MITCHELL MCLEOD PUGH & WILLIAMS INC | ADVISOR | $15,618 | — | $15,618 |
| SMITH, DUKES & BUCKALEW, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- SMITH, DUKES & BUCKALEW, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $47,163
- Estimated Expense Ratio: 0.276% 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 | $47,162 | — | — | — | — |
| 2023 | $53,142 | $43,370 | — | — | — |
| 2022 | $57,793 | — | — | — | — |