Plan Snapshot
- Plan Sponsor: Peerless Beverage Co.
- Sponsor EIN: 221429984
- Sponsor Address: 1000 FLORAL AVENUE NORTH, UNION, NJ, 070837759
- Plan Type: 401(k)
- Total Participants: 137
- Total Assets: $15.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 137 | $15.8M | $163,838 | $393,531 |
| 2023 | 121 | $14.0M | $157,959 | $378,647 |
| 2022 | 117 | $12.2M | $176,821 | $418,522 |
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 |
|---|---|---|---|---|
| CLIFTONLARSONALLEN, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN, 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 | $44,619 | — | — | — | — |
| 2023 | $43,325 | — | — | — | — |
| 2022 | $48,306 | $6,000 | — | — | $42,306 |