# Lee Beverage Of Wisconsin, LLC 401(k) Plan
Source: https://planprovider.pro/companies/lee-beverage-of-wisconsin-llc-401k-plan

> Lee Beverage Of Wisconsin, LLC's 401(k) plan: 217 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Lee Beverage Of Wisconsin, LLC

- **Sponsor EIN:** 391998988

- **Sponsor Address:** 2850 SOUTH OAKWOOD ROAD, OSHKOSH, WI, 54904

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

- **Total Participants:** 217

- **Total Assets:** $7.0M

## 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|217|$7.0M|$116,056|$435,435|

| 2023|208|$5.8M|$69,947|$365,502|

| 2022|200|$4.7M|$65,538|$320,548|

## 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|

| KERBERROSE SC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [KERBERROSE SC](https://planprovider.pro/provider/kerberrose-sc) — 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|$34,807|$29,871|—|—|—|

| 2023|$46,553|$19,892|—|—|—|

| 2022|$58,170|—|$58,170|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/lee-beverage-of-wisconsin-llc-401k-plan)

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