# Mockler Beverage Company, A Limited Partnership 401(k) Plan
Source: https://planprovider.pro/companies/mockler-beverage-company-a-limited-partnership-401k-plan

> Mockler Beverage Company, A Limited Partnership's 401(k) plan: 263 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| HANNIS T. BOURGEOIS, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [HANNIS T. BOURGEOIS, LLP](https://planprovider.pro/provider/hannis-t-bourgeois-llp) — 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|$76,285|—|$76,285|—|—|

| 2023|$51,663|—|$51,663|—|—|

| 2022|$49,814|—|$49,814|—|—|

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