# National Beverage Corp. 401(k) Plan
Source: https://planprovider.pro/companies/national-beverage-corp-401k-plan

> National Beverage Corp.'s 401(k) plan: 1,647 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** National Beverage Corp.

- **Sponsor EIN:** 592605822

- **Sponsor Address:** 8050 SW 10TH ST STE 4000, PLANTATION, FL, 333243224

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

- **Total Participants:** 1,647

- **Total Assets:** $89.2M

## 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|1,647|$89.2M|$1.0M|$5.8M|

| 2023|1,417|$81.5M|$2.7M|$2.5M|

| 2022|1,289|$72.8M|$850,000|$5.0M|

## 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|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$229,029|—|$229,029|

| SAGEVIEW ADVISORY GROUP, LLC|INVESTMENT ADVISORY|—|$57,736|$57,736|

| RAMOS & FLOYD CPAS PLLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [SAGEVIEW ADVISORY GROUP, LLC](https://planprovider.pro/provider/sageview-advisory-group) — INVESTMENT ADVISORY

- [RAMOS & FLOYD CPAS PLLC](https://planprovider.pro/provider/ramos-and-floyd-cpas-pllc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $286,765

- **Estimated Expense Ratio:** 0.322% 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|$229,030|—|$229,030|—|—|

| 2023|$118,752|—|$118,752|—|—|

| 2022|$160,266|$54,333|$89,961|—|$13,747|

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