Plan Snapshot
- Plan Sponsor: Jim Beam Brands Co.
- Sponsor EIN: 132581196
- Sponsor Address: 222 W MERCHANDISE MART PLAZA, CHICAGO, IL, 60654
- Plan Type: 401(k)
- Total Participants: 649
- Total Assets: $57.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 649 | $57.5M | $1.9M | $3.1M |
| 2023 | 687 | $49.2M | $1.9M | $3.1M |
| 2022 | 718 | $41.4M | $1.8M | $3.1M |
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 |
|---|---|---|---|---|
| GRANT THORNTON LLP | Auditor | $13,642 | — | $13,642 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GRANT THORNTON LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $13,642
- Estimated Expense Ratio: 0.024% 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 | $13,642 | — | — | $13,642 | — |
| 2023 | $19,885 | — | — | — | — |
| 2022 | $43,480 | — | — | — | $30,937 |