Plan Snapshot
- Plan Sponsor: Sunny Delight Beverages Co.
- Sponsor EIN: 591027282
- Sponsor Address: 1 HIGH RIDGE PARK, 3RD FLOOR, STAMFORD, CT, 06905
- Plan Type: 401(k)
- Total Participants: 543
- Total Assets: $61.2M
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 | 543 | $61.2M | $869,157 | $1.8M |
| 2023 | 591 | $59.6M | $1.1M | $2.2M |
| 2022 | 425 | $53.7M | $945,242 | $2.1M |
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 |
|---|---|---|---|---|
| BARNES DENNIG & CO LTD | Auditor | $16,500 | — | $16,500 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BARNES DENNIG & CO LTD — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $16,500
- Estimated Expense Ratio: 0.027% 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 | $61,128 | $38,000 | — | $16,500 | — |
| 2023 | $116,062 | $9,500 | — | — | — |
| 2022 | $125,255 | — | $125,255 | — | — |