# Mid-Wisconsin Beverage, INC. 401(k) Plan
Source: https://planprovider.pro/companies/mid-wisconsin-beverage-inc-401k-plan

> Mid-Wisconsin Beverage, INC.&#39;s 401(k) plan: 89 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Mid-Wisconsin Beverage, INC.

- **Sponsor EIN:** 390986035

- **Sponsor Address:** 720 72ND AVENUE PO BOX 89, WAUSAU, WI, 54401

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

- **Total Participants:** 89

- **Total Assets:** $10.0M

## 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|89|$10.0M|$323,434|$336,972|

| 2023|87|$8.7M|$307,698|$306,843|

| 2022|82|$6.9M|$284,941|$281,345|

## 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|

| DS&B LTD|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [DS&B LTD](https://planprovider.pro/provider/dsandb-ltd) — 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|$39,114|$26,713|—|—|—|

| 2023|$32,565|$31,895|—|—|—|

| 2022|$30,843|$29,993|—|—|—|

## Similar Plans

- [Tall Tree Foods, INC.](https://planprovider.pro/companies/tall-tree-foods-inc-401k-plan-002) — 108 participants

- [Lakeside Bottling Company](https://planprovider.pro/companies/lakeside-bottling-company-401k-plan) — 68 participants

- [A.L. Schutzman Company](https://planprovider.pro/companies/a-l-schutzman-company-401k-plan) — 113 participants

- [V. Marchese, INC.](https://planprovider.pro/companies/v-marchese-inc-plan-001) — 153 participants

- [Indianhead Foodservice Distributor,INC](https://planprovider.pro/companies/indianhead-foodservice-distributor-inc-401k-plan) — 161 participants

- [Amdar Distributing, INC.](https://planprovider.pro/companies/amdar-distributing-inc-plan) — 2 participants

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

&copy; 2026 PlanProvider.Pro
