Retirement plan

SAMUEL ADAMS CINCINNATI BREWERY 401(K) PLAN FOR REPRESENTED EMPLOYEES

Name: AMERICAN CRAFT BREWERY LLC - SAMUEL ADAMS CINCINNATI BREWERY 401(K) PLAN FOR REPRESENTED EMPLOYEES (2024) Form 5500
Creator: AMERICAN CRAFT BREWERY LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SAMUEL ADAMS CINCINNATI BREWERY 401(K) PLAN FOR REPRESENTED EMPLOYEES, AMERICAN CRAFT BREWERY LLC

AMERICAN CRAFT BREWERY LLCEIN 31-1501402Plan #001PY 2024

ONE DESIGN CENTER PLACE SUITE 850 - BOSTON, MA 02210617-368-5500LinkedIn51-200 employeesfood production

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.6M

+27.2% from 2023

Total participants

-25.0% from 2023

Average account balance

$69,082

+21.7% from 2023

Annual return

15.86%

+55.68 pp from 2023

Benchmarks

See 4,452 peers

Peer group

Industry31 - Manufacturing

Plan typeDefined contribution

Participants<25

Cohort4,452 peers

Snapshot2024

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$1.59M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$69K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

143.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$199K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$12K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+15.86%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$2510

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2F2G2J2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$58K

$3609 / participant

Other / not subdivided$58K100.0%

% of EOY assets

3.634%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$69,082

$100,147-31.0%

$81,286-15.0%

$145,877-52.6%

Participation rate

93.8%

74.2%+19.5pp

69.5%+24.2pp

80.3%+13.4pp

Annual return

15.86%

34.44%-18.6pp

24.80%-8.9pp

551.28%-535.4pp

Employer contribution / active EE

$5,094

$2,977+71.1%

$2,463+106.8%

$4,663+9.2%

Participant deferral / active EE

$7,314

$4,607+58.8%

$3,883+88.4%

$6,691+9.3%

Admin fee / account holder

$2,510

$8,201-69.4%

$5,764-56.4%

$13,402-81.3%

SAMUEL ADAMS CINCINNATI BREWERY 401(K) PLAN FOR REPRESENTED EMPLOYEES

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SAMUEL ADAMS CINCINNATI BREWERY 401(K) PLAN FOR REPRESENTED EMPLOYEES

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion