Plan Snapshot
- Plan Sponsor: Carolina Beverage Group, LLC
- Sponsor EIN: 611669373
- Sponsor Address: 110 BARLEY PARK LANE, MOORESVILLE, NC, 28115
- Plan Type: 401(k)
- Total Participants: 538
- Total Assets: $8.3M
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 | 538 | $8.3M | $517,760 | $764,024 |
| 2023 | 496 | $6.9M | $449,219 | $675,149 |
| 2022 | 465 | $5.5M | $386,466 | $556,101 |
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 |
|---|---|---|---|---|
| GREERWALKER, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GREERWALKER, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $48,351 | $15,301 | — | — | — |
| 2023 | $44,337 | $13,714 | — | — | — |
| 2022 | $40,815 | — | $40,815 | — | — |