# Fort Point Beer Company 401(k) Plan
Source: https://planprovider.pro/companies/fort-point-beer-company-401k-plan

> Fort Point Beer Company's 401(k) plan: 53 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Fort Point Beer Company

- **Sponsor EIN:** 462791571

- **Sponsor Address:** 644 MASON ST, SAN FRANCISCO, CA, 94129

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

- **Total Participants:** 53

- **Total Assets:** $960,117

## 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|53|$960,117|$0|$103,048|

| 2023|59|$812,204|$0|$154,887|

| 2022|64|$1.3M|$0|$269,838|

## 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|

| BETTERMENT FOR BUSINESS, LLC|RECORDKEEPER|$6,350|—|$6,350|

| IN CARON & BLETZER, PLLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [BETTERMENT FOR BUSINESS, LLC](https://planprovider.pro/provider/betterment-llc) — RECORDKEEPER

- [IN CARON & BLETZER, PLLC](https://planprovider.pro/provider/caron-bletzer) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $6,350

- **Estimated Expense Ratio:** 0.661% 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|$72,602|—|$6,350|—|—|

| 2023|$18,983|$2,037|—|—|—|

| 2022|$21,231|$3,074|—|—|$18,157|

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