# United Beverage, INC. 401(k) Plan
Source: https://planprovider.pro/companies/united-beverage-inc-401k-plan

> United Beverage, INC.'s 401(k) plan: 121 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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.](https://planprovider.pro/provider/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|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/united-beverage-inc-401k-plan)

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