# Superior Beverage Group, Ltd. 401(k) Plan
Source: https://planprovider.pro/companies/superior-beverage-group-ltd-401k-plan

> Superior Beverage Group, Ltd.'s 401(k) plan: 549 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Superior Beverage Group, Ltd.

- **Sponsor EIN:** 341447065

- **Sponsor Address:** 8133 HIGHFIELD DRIVE, LEWIS CENTER, OH, 430359673

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

- **Total Participants:** 549

- **Total Assets:** $49.8M

## 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|549|$49.8M|$792,079|$2.1M|

| 2023|526|$43.2M|$722,792|$1.9M|

| 2022|473|$36.5M|$647,753|$1.7M|

## 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|

| NEWPORT GROUP, INC.|RECORDKEEPER|$5,460|—|$5,460|

| PACKER THOMAS & COMPANY|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [PACKER THOMAS & COMPANY](https://planprovider.pro/provider/packer-thomas) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $5,460

- **Estimated Expense Ratio:** 0.011% 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|$5,460|—|$220|—|—|

| 2023|$6,242|—|$860|—|—|

| 2022|$4,669|—|$4,669|—|—|

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