# Campari America 401(k) Plan
Source: https://planprovider.pro/companies/campari-america-401k-plan

> Campari America's 401(k) plan: 580 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Campari America

- **Sponsor EIN:** 911940832

- **Sponsor Address:** 1114 AVENUE OF THE AMERICAS, NEW YORK, NY, 10036

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

- **Total Participants:** 580

- **Total Assets:** $97.9M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **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|580|$97.9M|$2.3M|$6.6M|

| 2023|547|$81.6M|$1.8M|$5.8M|

| 2022|493|$65.8M|$1.7M|$5.0M|

## 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|$52,197|—|$52,197|

| BPM LLP|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

- [BPM LLP](https://planprovider.pro/provider/bpm-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $52,197

- **Estimated Expense Ratio:** 0.053% 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|$52,197|—|$1,500|—|—|

| 2023|$48,191|—|—|—|—|

| 2022|$79,057|—|—|—|—|

## Similar Plans

- [Wright Wisner Distributing Corp](https://planprovider.pro/companies/wright-wisner-distributing-corp-401k-plan) — 567 participants

- [Try-It Distributing Company, INC](https://planprovider.pro/companies/try-it-distributing-company-inc-401k-plan) — 641 participants

- [Heineken Usa, INC.](https://planprovider.pro/companies/heineken-usa-inc-401k-plan) — 436 participants

- [Breakthru Beverage Group, LLC](https://planprovider.pro/companies/breakthru-beverage-group-llc-plan-007) — 360 participants

- [Southern Glazer'S Wine & Spirits Of New York, LLC](https://planprovider.pro/companies/southern-glazer-s-wine-spirits-of-new-york-llc-plan) — 355 participants

- [Board Of Trustees Of Retirement Plan Of The Wholesale Wine Salesmen Pe](https://planprovider.pro/companies/board-of-trustees-of-retirement-plan-of-the-wholesale-wine-salesmen-pe-plan) — 354 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/campari-america-401k-plan)

© 2026 PlanProvider.Pro