# Constellation Brands, INC. 401(k) Plan
Source: https://planprovider.pro/companies/constellation-brands-inc-401k-plan

> Constellation Brands, INC.'s 401(k) plan: 4,111 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Constellation Brands, INC.

- **Sponsor EIN:** 160716709

- **Sponsor Address:** 50 EAST BROAD STREET, ROCHESTER, NY, 146142102

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

- **Total Participants:** 4,111

- **Total Assets:** $1.1B

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** Yes

- **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|4,111|$1.1B|$27.8M|$41.2M|

| 2023|3,762|$978.9M|$24.9M|$40.2M|

| 2022|3,888|$837.2M|$23.3M|$37.9M|

## 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 LIFE & ANNUITY INSURANCE CO|RECORDKEEPER|$322,443|—|$322,443|

| CAPFINANCIAL PARTNERS LLC DBA CAPTR|INVESTMENT ADVISOR|$60,846|—|$60,846|

| BONADIO & CO LLP|AUDITOR|$19,500|—|$19,500|

| BONADIO GROUP|Auditor|$19,500|—|$19,500|

### Verified Provider Profiles

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

- [BONADIO & CO LLP](https://planprovider.pro/provider/bonadio-and-co-llp) — AUDITOR

- [BONADIO GROUP](https://planprovider.pro/provider/bonadio-and-co-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $422,289

- **Estimated Expense Ratio:** 0.038% 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|$395,055|$60,846|—|$19,500|—|

| 2023|$444,626|$81,267|—|$15,750|—|

| 2022|$415,331|$45,672|$358,409|—|$11,250|

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