# Southern Glazer'S Wine And Spirits, LLC 401(k) Plan
Source: https://planprovider.pro/companies/southern-glazer-s-wine-and-spirits-llc-401k-plan-001

> Southern Glazer'S Wine And Spirits, LLC's 401(k) plan: 18,219 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Southern Glazer'S Wine And Spirits, LLC

- **Sponsor EIN:** 591285786

- **Sponsor Address:** 1600 N.W. 163RD STREET, MIAMI, FL, 33169

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

- **Total Participants:** 18,219

- **Total Assets:** $2.1B

## 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|18,219|$2.1B|$44.9M|$130.8M|

| 2023|19,172|$1.9B|$43.7M|$125.8M|

| 2022|18,233|$1.6B|$41.7M|$113.8M|

| 2020|16,539|$1.5B|$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|

| SCHWAB RETIREMENT PLAN SERVICES INC|NONE|$1,210,502|—|$1,210,502|

| CAPFINANCIAL PARTNERS LLC|NONE|$126,875|—|$126,875|

| GRANT THORNTON,LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [SCHWAB RETIREMENT PLAN SERVICES INC](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

- [GRANT THORNTON,LLP](https://planprovider.pro/provider/grant-thornton-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $1,337,377

- **Estimated Expense Ratio:** 0.065% 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|$1,338,052|$393,971|—|—|—|

| 2023|$1,182,579|$263,413|—|—|—|

| 2022|$1,084,542|$85,000|—|—|—|

| 2020|$852,250|$42,500|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/southern-glazer-s-wine-and-spirits-llc-401k-plan-001)

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