# Southern Beverage Company, INC. 401(k) Plan
Source: https://planprovider.pro/companies/southern-beverage-company-inc-401k-plan

> Southern Beverage Company, INC.'s 401(k) plan: 248 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Southern Beverage Company, INC.

- **Sponsor EIN:** 640289796

- **Sponsor Address:** 270 HIGHLAND COLONY PARKWAY, RIDGELAND, MS, 39157

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

- **Total Participants:** 248

- **Total Assets:** $9.9M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **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|248|$9.9M|$55,891|$286,764|

| 2023|231|$9.5M|$56,966|$287,351|

| 2022|234|$8.6M|$63,459|$315,967|

## 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|

| GUARANTY PRIVATE WEALTH LLC|NONE|$33,857|—|$33,857|

| WATKINS WARD AND STAFFORD PLLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [WATKINS WARD AND STAFFORD PLLC](https://planprovider.pro/provider/watkins-ward-and-stafford-pllc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $33,857

- **Estimated Expense Ratio:** 0.342% 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|$39,185|—|$39,185|—|—|

| 2023|$35,184|—|$35,184|—|—|

| 2022|$33,346|—|—|—|$33,346|

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