# Massimo Zanetti Beverage Usa, INC. 401(k) Plan
Source: https://planprovider.pro/companies/massimo-zanetti-beverage-usa-inc-401k-plan

> Massimo Zanetti Beverage Usa, INC.'s 401(k) plan: 566 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Massimo Zanetti Beverage Usa, INC.

- **Sponsor EIN:** 760538725

- **Sponsor Address:** 1370 PROGRESS ROAD, SUFFOLK, VA, 23434

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

- **Total Participants:** 566

- **Total Assets:** $48.2M

## 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|566|$48.2M|$1.4M|$3.0M|

| 2023|521|$50.5M|$1.5M|$3.0M|

| 2022|499|$44.2M|$1.4M|$2.9M|

## 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|

| UBS FINANCIAL SERVICES INC|ADVISOR|$73,245|—|$73,245|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$49,005|—|$49,005|

| STRATEGIC ADVISORS, INC.|ADVISOR|$18,480|—|$18,480|

| WALL, EINHORN & CHERNITZER, P.C.|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [UBS FINANCIAL SERVICES INC](https://planprovider.pro/provider/aspire-financial-services) — ADVISOR

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $140,730

- **Estimated Expense Ratio:** 0.292% 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|$140,730|$91,725|—|—|—|

| 2023|$138,282|$83,812|$300|—|—|

| 2022|$142,429|$13,698|—|—|—|

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