# City Beverage-Illinois, L.L.C. Dba Lakeshore Beverage 401(k) Plan
Source: https://planprovider.pro/companies/city-beverage-illinois-l-l-c-dba-lakeshore-beverage-401k-plan

> City Beverage-Illinois, L.L.C. Dba Lakeshore Beverage's 401(k) plan: 0 participants, plan year 2023 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2023.

## 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](https://planprovider.pro/provider/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|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/city-beverage-illinois-l-l-c-dba-lakeshore-beverage-401k-plan)

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