# Carolina Beverage Group, LLC 401(k) Plan
Source: https://planprovider.pro/companies/carolina-beverage-group-llc-401k-plan

> Carolina Beverage Group, LLC's 401(k) plan: 538 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| EMPOWER ANNUITY INSURANCE COMPANY|RECORDKEEPER|$33,050|—|$33,050|

| GLOBAL RETIREMENT PARTNERS LLC|INVESTMENT ADVISOR|$12,500|—|$12,500|

| GREERWALKER, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [GREERWALKER, LLP](https://planprovider.pro/provider/greerwalker-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $45,550

- **Estimated Expense Ratio:** 0.547% 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|$48,351|$15,301|—|—|—|

| 2023|$44,337|$13,714|—|—|—|

| 2022|$40,815|—|$40,815|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/carolina-beverage-group-llc-401k-plan)

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