# Markstein Beverage Co. Of Sacramento 401(k) Plan
Source: https://planprovider.pro/companies/markstein-beverage-co-of-sacramento-401k-plan

> Markstein Beverage Co. Of Sacramento's 401(k) plan: 2 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Markstein Beverage Co. Of Sacramento

- **Sponsor EIN:** 942253303

- **Sponsor Address:** 60 MAIN AVENUE, SACRAMENTO, CA, 95838

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

- **Total Participants:** 2

- **Total Assets:** $964

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** Yes

- **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|2|$964|$0|$0|

| 2023|2|$51.6M|$0|$0|

## 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|

| CAMPBELL TAYLOR WASHBURN|Auditor|$6,982|—|$6,982|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $6,982

- **Estimated Expense Ratio:** 724.274% 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|$1,984|$27|—|$6,982|—|

| 2023|$15,774|$20,305|—|—|—|

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