Plan Snapshot
- Plan Sponsor: High Country Beverage Corporation
- Sponsor EIN: 841341843
- Sponsor Address: 4200 RONALD REAGAN BLVD, JOHNSTOWN, CO, 80534
- Plan Type: 401(k)
- Total Participants: 285
- Total Assets: $19.4M
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 | 285 | $19.4M | $877,907 | $1.1M |
| 2023 | 271 | $17.2M | $810,623 | $1.1M |
| 2022 | 176 | $14.1M | $780,100 | $1.1M |
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 |
|---|---|---|---|---|
| T. ROWE PROCE RPS, INC. | Other Service Provider | $124,410 | — | $124,410 |
| LPL FINANCIAL | Recordkeeper | $32,413 | — | $32,413 |
| BDO | Other Service Provider | $28,536 | — | $28,536 |
| ASCENSUS | Recordkeeper | $11,785 | — | $11,785 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LPL FINANCIAL — Recordkeeper
- ASCENSUS — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $197,144
- Estimated Expense Ratio: 1.017% 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 | $124,410 | — | $124,410 | — | — |
| 2023 | $113,831 | — | $113,831 | — | — |
| 2022 | $125,483 | — | $125,483 | — | — |