# Southern Glazer'S Wine & Spirits Of New York, LLC DC Plan
Source: https://planprovider.pro/companies/southern-glazer-s-wine-spirits-of-new-york-llc-plan

> Southern Glazer'S Wine & Spirits Of New York, LLC's DC plan: 355 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 & Spirits Of New York, LLC

- **Sponsor EIN:** 650879542

- **Sponsor Address:** 345 UNDERHILL BOULEVARD, SYOSSET, NY, 11791

- **Plan Type:** DC

- **Total Participants:** 355

- **Total Assets:** $72.6M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **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|355|$72.6M|$0|$4.6M|

| 2023|400|$62.6M|$0|$4.4M|

| 2022|385|$50.1M|$0|$4.1M|

| 2020|377|$47.1M|$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|$22,605|—|$22,605|

| CAPFINANCIAL PARTNERS LLC|NONE|$15,000|—|$15,000|

| 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:** $37,605

- **Estimated Expense Ratio:** 0.052% 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|$37,530|$22,947|—|—|—|

| 2023|$28,648|$13,443|—|—|—|

| 2022|$28,826|$10,000|—|—|—|

| 2020|$21,510|$5,000|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/southern-glazer-s-wine-spirits-of-new-york-llc-plan)

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