# Choice Usa Beverage, INC. 401(k) Plan
Source: https://planprovider.pro/companies/choice-usa-beverage-inc-401k-plan

> Choice Usa Beverage, INC.'s 401(k) plan: 111 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Choice Usa Beverage, INC.

- **Sponsor EIN:** 560592294

- **Sponsor Address:** 603 GROVES STREET, LOWELL, NC, 280980040

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

- **Total Participants:** 111

- **Total Assets:** $6.8M

## 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|111|$6.8M|$162,543|$410,829|

| 2023|115|$6.0M|$158,388|$347,781|

| 2022|133|$5.7M|$150,754|$337,004|

## 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|

| WELLS FARGO CLEARING SERVICES, LLC|SERVICE PROVIDER|—|$11,515|$11,515|

| VOYA RETIREMENT INSURANCE & ANNUITY|SERVICE PROVIDER|$5,219|—|$5,219|

| BUTLER AND STOWE, CPAS|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [WELLS FARGO CLEARING SERVICES, LLC](https://planprovider.pro/provider/wells-fargo-clearing-services-llc) — SERVICE PROVIDER

- [BUTLER AND STOWE, CPAS](https://planprovider.pro/provider/butler-and-stowe) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $16,734

- **Estimated Expense Ratio:** 0.247% 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|$5,219|$669|$3,650|—|—|

| 2023|$5,208|$458|$3,750|—|—|

| 2022|$4,412|—|—|—|—|

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