Plan Snapshot
- Plan Sponsor: Mockler Beverage Company, A Limited Partnership
- Sponsor EIN: 721286589
- Sponsor Address: 11811 REIGER ROAD, BATON ROUGE, LA, 708094925
- Plan Type: 401(k)
- Total Participants: 263
- Total Assets: $17.2M
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 | 263 | $17.2M | $307,222 | $762,984 |
| 2023 | 133 | $11.6M | $216,007 | $533,885 |
| 2022 | 129 | $10.6M | $187,807 | $484,835 |
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 |
|---|---|---|---|---|
| JOHN HANCOCK LIFE INSURANCE COMPANY | Recordkeeper | $5,509 | — | $5,509 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JOHN HANCOCK LIFE INSURANCE COMPANY — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $5,509
- Estimated Expense Ratio: 0.032% 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 | $76,285 | — | $76,285 | — | — |
| 2023 | $51,663 | — | $51,663 | — | — |
| 2022 | $49,814 | — | $49,814 | — | — |