Plan Snapshot
- Plan Sponsor: Sweetwater Brewing Company, INC.
- Sponsor EIN: 582245978
- Sponsor Address: 195 OTTLEY DRIVE, ATLANTA, GA, 30324
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 304
- Total Assets: $3.7M
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. |
|---|---|---|---|---|
| 2023 | 304 | $3.7M | $231,733 | $514,723 |
| 2022 | 183 | $2.1M | $63,488 | $398,477 |
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 |
|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY LLC | Other Service Provider | — | $8,844 | $8,844 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $8,844
- Estimated Expense Ratio: 0.239% 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 |
|---|---|---|---|---|---|
| 2023 | $2,823 | $1,723 | $950 | — | — |
| 2022 | $3,257 | — | — | — | — |