Plan Snapshot
- Plan Sponsor: General Beverage Sales Corp.
- Sponsor EIN: 390789974
- Sponsor Address: PO BOX 44326, MADISON, WI, 537444326
- Plan Type: 401(k)
- Total Participants: 792
- Total Assets: $91.9M
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 | 792 | $91.9M | $700,470 | $3.0M |
| 2023 | 774 | $84.2M | $692,417 | $3.0M |
| 2022 | 728 | $71.2M | $768,621 | $2.9M |
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 |
|---|---|---|---|---|
| SVA CERTIFIED PUBLIC ACCOUNTANTS SC | 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 | $134,903 | $25,446 | — | — | — |
| 2023 | $98,606 | $11,543 | — | — | — |
| 2022 | $132,932 | $125 | — | — | $132,807 |