# City Beverages, LLC 401(k) Plan
Source: https://planprovider.pro/companies/city-beverages-llc-401k-plan

> City Beverages, LLC's 401(k) plan: 238 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** City Beverages, LLC

- **Sponsor EIN:** 593472640

- **Sponsor Address:** PO BOX 620006, ORLANDO, FL, 32862

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

- **Total Participants:** 238

- **Total Assets:** $19.0M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|238|$19.0M|$354,011|$841,593|

| 2023|216|$17.2M|$357,959|$786,617|

| 2022|211|$14.3M|$347,286|$707,454|

## 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|

| CERTIFIED ADVISORY CORP|INVESTMENT ADVISOR|$42,018|—|$42,018|

| CERTIFIED BENEFITS CORP|TPA AND RK|$30,227|—|$30,227|

| MCDIRMIT DAVIS, LLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [CERTIFIED ADVISORY CORP](https://planprovider.pro/provider/certified-advisory-corp) — INVESTMENT ADVISOR

- [MCDIRMIT DAVIS, LLC](https://planprovider.pro/provider/mcdirmit-davis-llc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $72,245

- **Estimated Expense Ratio:** 0.381% 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|$72,245|$42,018|$10,209|—|—|

| 2023|$66,138|$39,308|$9,522|—|—|

| 2022|$73,777|$41,222|$28,858|—|$3,697|

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

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