Plan Snapshot
- Plan Sponsor: Budweiser Distributing Company Of Borger, L.P.
- Sponsor EIN: 751325404
- Sponsor Address: 100 SOUTH PHILADELPHIA, AMARILLO, TX, 79104
- Plan Type: 401(k)
- Total Participants: 148
- Total Assets: $15.2M
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 | 148 | $15.2M | $307,731 | $666,247 |
| 2023 | 141 | $14.0M | $290,142 | $633,682 |
| 2022 | 143 | $12.1M | $281,409 | $622,672 |
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 |
|---|---|---|---|---|
| CWM LLC | Investment Advisor | $49,106 | — | $49,106 |
| TRANSAMERICA RETIREMENT SOLUTIONS | Recordkeeper | $33,779 | — | $33,779 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CWM LLC — Investment Advisor
- TRANSAMERICA RETIREMENT SOLUTIONS — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $82,885
- Estimated Expense Ratio: 0.546% 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 | $86,451 | — | $86,451 | — | — |
| 2023 | $78,561 | $43,809 | $3,871 | — | — |
| 2022 | $95,698 | $95,698 | — | — | — |