PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. UNITED BEVERAGE CO. INC.
Sponsor portfolio

UNITED BEVERAGE CO. INC.

EIN 35-0723030-Wholesale Trade-Latest filing 2025
Plans
2
Retirement
2
$11.4M assets
Welfare
0
Participants
109
840 UNITED DRIVE - SOUTH BEND, IN 46601574-287-1067
Plans on this EIN
2 filings
#001401k-$6.8M - 59 part#002401k-$4.5M - 50 part

Retirement portfolio analytics

2 plans aggregated / $11.4M assets / 109 participants

Assets by plan

Share of aggregate retirement assets

60%top
  • PROFIT SHARING PLAN (#001)60%
  • PLAN AND TRUST (#002)40%
Total $11.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)59
  • PLAN AND TRUST (#002)50
Total 109Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

UNITED BEVERAGE CO., INC. SALARY REDUCTION 401(K) PROFIT SHARING PLAN

401k

Assets$6.8M
Participants59
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

UNITED BEVERAGE CO., INC. SALARY REDUCTION 401(K) PROFIT SHARING UNION PLAN AND TRUST

401k

Assets$4.5M
Participants50
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001UNITED BEVERAGE CO., INC. SALARY REDUCTION 401(K) PROFIT SHARING PLAN401k$6.8M592024
002UNITED BEVERAGE CO., INC. SALARY REDUCTION 401(K) PROFIT SHARING UNION PLAN AND TRUST401k$4.5M502025
Retirement plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica