# Suncoast Beverage Sales, LLC 401(k) Plan
Source: https://planprovider.pro/companies/suncoast-beverage-sales-lllp-401k-plan

> Suncoast Beverage Sales, LLC's 401(k) plan: 349 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Suncoast Beverage Sales, LLC

- **Sponsor EIN:** 650191376

- **Sponsor Address:** 4480 DR. MARTIN LUTHER KING, FORT MYERS, FL, 33905

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

- **Total Participants:** 349

- **Total Assets:** $14.4M

## 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|349|$14.4M|$366,658|$940,791|

| 2023|344|$12.8M|$338,605|$890,157|

| 2022|315|$10.8M|$323,994|$849,008|

## 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|

| EMPOWER ANNUITY INS. CO. OF AMERICA|RECORDKEEPER|$38,366|—|$38,366|

| EVERHART FINANCIAL GROUP INC|INVESTMENT ADVISOR|$33,232|—|$33,232|

| EMPOWER ADVISORY GROUP, LLC|INVESTMENT MGMT|$15,113|—|$15,113|

| PROGRESSIVE PENSION ADMIN., INC.|CONTRACT ADMIN|—|$10,000|$10,000|

| BENNETT THRASHER LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [BENNETT THRASHER LLP](https://planprovider.pro/provider/bennett-thrasher-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $96,711

- **Estimated Expense Ratio:** 0.670% 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|$78,742|—|$78,742|—|—|

| 2023|$66,886|—|$66,886|—|—|

| 2022|$68,732|—|$68,732|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/suncoast-beverage-sales-lllp-401k-plan)

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