Plan Snapshot
- Plan Sponsor: High Grade Beverage
- Sponsor EIN: 220989250
- Sponsor Address: PO BOX 7092, NORTH BRUNSWICK, NJ, 08852
- Plan Type: 401(k)
- Total Participants: 340
- Total Assets: $22.7M
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 | 340 | $22.7M | $686,642 | $874,629 |
| 2023 | 223 | $19.8M | $609,246 | $822,596 |
| 2022 | 215 | $17.6M | $612,662 | $841,398 |
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 |
|---|---|---|---|---|
| WITHUM SMITH AND BROWN | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WITHUM SMITH AND BROWN — 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 | $18,323 | $11,504 | — | — | — |
| 2023 | $18,366 | $12,932 | — | — | — |
| 2022 | $16,703 | $11,243 | — | — | — |