Plan Snapshot
- Plan Sponsor: Molson Coors Beverage Company Usa LLC
- Sponsor EIN: 262387410
- Sponsor Address: 3939 WEST HIGHLAND BLVD., MILWAUKEE, WI, 532082816
- Plan Type: DB
- Total Participants: 1,454
- Total Assets: $1.1B
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 1,454 | $1.1B | $0 | $0 |
| 2023 | 1,596 | $1.1B | $0 | $0 |
| 2022 | 1,511 | $1.1B | $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 |
|---|---|---|---|---|
| TOWERS WATSON INVESTMENT SERVICE IN | Other Service Provider | $1,371,199 | — | $1,371,199 |
| FIDELITY INVESTMENT INSTITUTIONAL | Recordkeeper | $574,922 | — | $574,922 |
| WILLIS TOWERS WATSON US LLC | Actuary | $142,851 | — | $142,851 |
| LEGAL AND GENERAL INVESTMENT | ERISA Attorney | $129,569 | — | $129,569 |
| STATE STREET RESEARCH & MANAGEMENT | Investment Advisor | $64,906 | — | $64,906 |
| NORTHERN TRUST COMPANY | Custodian / Trustee | $62,599 | — | $62,599 |
| BLACKROCK | Custodian / Trustee | $35,452 | — | $35,452 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENT INSTITUTIONAL — Recordkeeper
- WILLIS TOWERS WATSON US LLC — Actuary
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $2,381,498
- Estimated Expense Ratio: 0.219% 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 | $2,927,000 | $1,406,651 | $574,922 | — | — |
| 2023 | $2,995,000 | $243,000 | $621,000 | — | — |
| 2022 | $3,969,000 | $279,000 | $937,000 | — | $2,068,000 |