Plan Snapshot
- Plan Sponsor: Cold Spring Brewing Company
- Sponsor EIN: 841391118
- Sponsor Address: P.O. BOX 1183, MOORESVILLE, NC, 28115
- 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. |
|---|---|---|---|---|
| 2025 | 0 | $0 | $0 | $0 |
| 2024 | 520 | $13.9M | $473,454 | $895,685 |
| 2023 | 514 | $12.9M | $511,879 | $929,773 |
| 2022 | 531 | $10.5M | $498,924 | $981,407 |
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 | $31,685 | — | $31,685 |
| GLOBAL RETIREMENT PARTNERS LLC | INVESTMENT ADVISOR | $12,500 | — | $12,500 |
| EMPOWER ADVISORY GROUP, LLC | INVESTMENT MGMT | $5,700 | — | $5,700 |
| GREERWALKER, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GREERWALKER, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $49,885
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 |
|---|---|---|---|---|---|
| 2025 | $35,355 | $15,411 | — | — | — |
| 2024 | $49,885 | $18,200 | — | — | — |
| 2023 | $46,140 | $16,770 | — | — | — |
| 2022 | $42,739 | — | $42,739 | — | — |