Plan Snapshot
- Plan Sponsor: United Beverage, INC.
- Sponsor EIN: 421105602
- Sponsor Address: 2604 W. AIRLINE HWY, WATERLOO, IA, 50703
- Plan Type: 401(k)
- Total Participants: 121
- Total Assets: $7.2M
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 | 121 | $7.2M | $143,624 | $441,302 |
| 2023 | 109 | $7.1M | $144,050 | $379,147 |
| 2022 | 119 | $6.0M | $147,255 | $353,551 |
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 |
|---|---|---|---|---|
| BERGANKDV, LTD. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BERGANKDV, LTD. — Auditor
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 | $41,258 | $20,492 | $20,766 | — | — |
| 2023 | $35,625 | $18,863 | $16,762 | — | — |
| 2022 | $39,187 | — | $39,187 | — | — |