Plan Snapshot
- Plan Sponsor: Remy Cointreau Usa INC.
- Sponsor EIN: 132915545
- Sponsor Address: 3 TIMES SQUARE FLOOR 20, NEW YORK, NY, 10036
- Plan Type: 401(k)
- Total Participants: 223
- Total Assets: $73.8M
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 | 223 | $73.8M | $1.7M | $2.5M |
| 2023 | 271 | $72.2M | $2.2M | $2.6M |
| 2022 | 241 | $62.2M | $3.0M | $2.4M |
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 |
|---|---|---|---|---|
| CROWE, LLP | Auditor | — | — | $0 |
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 | $163,614 | $58,133 | — | — | — |
| 2023 | $153,666 | $54,446 | — | — | — |
| 2022 | $138,941 | — | $138,941 | — | — |