Plan Snapshot
- Plan Sponsor: City Beverage-Illinois, L.L.C. Dba Lakeshore Beverage
- Sponsor EIN: 203389424
- Sponsor Address: 2059 WILMA RUDOLPH BLV., CLARKSVILLE, TN, 370406621
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
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 | 0 | $0 | $379,075 | $998,319 |
| 2023 | 332 | $26.8M | $434,540 | $1.1M |
| 2022 | 332 | $22.1M | $410,364 | $1.1M |
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 |
|---|---|---|---|---|
| RSM US LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RSM US 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 | $119,862 | $67,543 | $52,319 | — | — |
| 2023 | $102,366 | $56,537 | $45,829 | — | — |
| 2022 | $102,815 | $58,877 | $43,938 | — | — |