# Four Roses Distillery LLC 401(k) Plan
Source: https://planprovider.pro/companies/four-roses-distillery-llc-401k-plan

> Four Roses Distillery LLC's 401(k) plan: 151 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Four Roses Distillery LLC

- **Sponsor EIN:** 061636822

- **Sponsor Address:** 1224 BONDS MILL ROAD, LAWRENCEBURG, KY, 403429734

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

- **Total Participants:** 151

- **Total Assets:** $22.4M

## 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|151|$22.4M|$1.5M|$1.3M|

| 2023|143|$19.6M|$1.3M|$1.0M|

| 2022|112|$15.6M|$1.2M|$821,010|

## 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|

| CHERRY BEKAERT ADVISORY LLP|Auditor|—|—|$0|

## 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|$11,757|—|$11,757|—|—|

| 2023|$9,718|—|$9,718|—|—|

| 2022|$1,825|—|$1,825|—|—|

## Similar Plans

- [Brown-Forman Corporation](https://planprovider.pro/companies/brown-forman-corporation-plan-001-3150) — 87 participants

- [Brown-Forman Corporation](https://planprovider.pro/companies/brown-forman-corporation-plan-003) — 49 participants

- [Brown-Forman Corporation](https://planprovider.pro/companies/brown-forman-corporation-401k-plan) — 335 participants

- [Heaven Hill Distilleries, INC.](https://planprovider.pro/companies/heaven-hill-distilleries-inc-401k-plan-002) — 460 participants

- [Brown-Forman Corporation](https://planprovider.pro/companies/brown-forman-corporation-plan-009) — 547 participants

- [Heaven Hill Distilleries, INC.](https://planprovider.pro/companies/heaven-hill-distilleries-inc-401k-plan-003) — 724 participants

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

© 2026 PlanProvider.Pro