Plan Snapshot
- Plan Sponsor: Capital City Beverages, INC.
- Sponsor EIN: 640120572
- Sponsor Address: 920 W. COUNTY LINE ROAD, JACKSON, MS, 39213
- Plan Type: 401(k)
- Total Participants: 257
- Total Assets: $7.6M
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 | 257 | $7.6M | $211,669 | $602,574 |
| 2023 | 251 | $6.6M | $127,890 | $394,550 |
| 2022 | 125 | $2.5M | $115,453 | $340,096 |
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 | $35,080 | — | $35,080 |
| HANCOCK WHITNEY BANK | ADVISOR | $18,367 | — | $18,367 |
| PILTZ, WILLIAMS, LAROSA & CO. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- PILTZ, WILLIAMS, LAROSA & CO. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $53,447
- Estimated Expense Ratio: 0.700% 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 | $53,447 | $18,367 | — | — | — |
| 2023 | $14,212 | — | — | — | — |
| 2022 | $13,679 | — | — | — | — |