Plan Snapshot
- Plan Sponsor: Terrapin Beer Company, LLC
- Sponsor EIN: 582404027
- Sponsor Address: 265 NEWTON BRIDGE ROAD, ATHENS, GA, 30607
- Plan Type: 401(k)
- Total Participants: 86
- 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. |
|---|---|---|---|---|
| 2024 | 86 | $3.7M | $101,622 | $228,905 |
| 2023 | 86 | $3.5M | $119,567 | $292,855 |
| 2022 | 104 | $3.0M | $172,105 | $332,506 |
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 |
|---|---|---|---|---|
| SMITH & HOWARD, PC | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $29,161 | $7,183 | $14,795 | — | — |
| 2023 | $27,207 | $5,575 | $16,057 | — | — |
| 2022 | $2,707 | $2,707 | — | — | — |