# United Beverages Of North Carolina, LLC 401(k) Plan
Source: https://planprovider.pro/companies/united-beverages-of-north-carolina-llc-401k-plan

> United Beverages Of North Carolina, LLC's 401(k) plan: 178 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** United Beverages Of North Carolina, LLC

- **Sponsor EIN:** 571168244

- **Sponsor Address:** 105 9TH STREET NORTHWEST, HICKORY, NC, 286016049

- **Plan Type:** 401(k)

- **Total Participants:** 178

- **Total Assets:** $24.5M

## 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|178|$24.5M|$395,761|$665,673|

| 2023|174|$22.4M|$396,715|$653,325|

| 2022|167|$18.3M|$362,801|$596,532|

## 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|

| SHARPE PATEL CPA|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|$68,844|$39,924|—|—|—|

| 2023|$60,362|$34,864|—|—|—|

| 2022|$58,530|$30,213|—|—|$28,317|

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