Plan Snapshot
- Plan Sponsor: Constellation Brands U.S. Operations, INC.
- Sponsor EIN: 161462887
- Sponsor Address: 50 EAST BROAD STREET, ROCHESTER, NY, 146142102
- Plan Type: 401(k)
- Total Participants: 171
- Total Assets: $21.8M
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 | 171 | $21.8M | $535,057 | $1.0M |
| 2023 | 172 | $19.6M | $569,035 | $1.0M |
| 2022 | 174 | $17.2M | $548,309 | $1.0M |
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 |
|---|---|---|---|---|
| THE BONADIO GROUP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- THE BONADIO GROUP — 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 | $12,568 | $1,154 | — | — | — |
| 2023 | $14,707 | $1,457 | — | $750 | — |
| 2022 | $13,510 | $870 | $12,640 | — | — |