Plan Snapshot
- Plan Sponsor: The Beverage Works New York, INC.
- Sponsor EIN: 223715225
- Sponsor Address: 2211 ALLENWOOD ROAD, WALL, NJ, 07719
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $1.1M
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 | 0 | $1.1M | $225,538 | $171,428 |
| 2023 | 90 | $5.2M | $227,673 | $282,141 |
| 2022 | 102 | $4.6M | $276,112 | $315,863 |
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 |
|---|---|---|---|---|
| CITRIN COOPERMAN & COMPANY, LLC | 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 | $80,465 | — | — | — | — |
| 2023 | $31,310 | — | — | — | — |
| 2022 | $28,939 | — | — | — | — |