Retirement plan

ANHEUSER-BUSCH 401(K) SAVINGS AND RETIREMENT PLAN

Name: ANHEUSER-BUSCH COMPANIES, LLC - ANHEUSER-BUSCH 401(K) SAVINGS AND RETIREMENT PLAN (2021) Form 5500
Creator: ANHEUSER-BUSCH COMPANIES, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ANHEUSER-BUSCH 401(K) SAVINGS AND RETIREMENT PLAN, ANHEUSER-BUSCH COMPANIES, LLC

ANHEUSER-BUSCH COMPANIES, LLCEIN 43-1162835Plan #059PY 2021

ONE BUSCH PLACE 202-9N - ST LOUIS, MO 631181852314-577-2000

Other plans on this EIN

1 filing

#035Retirement-$1.08B assets

Prospect flagsLow returnsCorrective distributions

Top hat statement on fileNQDC

Filed April 19, 2023 (most recent of 2 filings on file)

Plan administrator

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1 Busch Pl, 202-9N

St. Louis, MO 63118

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Plans declared (1)

Anheuser-Busch Companies, LLC Supplemental Matching Deferred Compensation Plan150 emp

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Total assets (EOY)

$3825M

-0.8% from 2016

Total participants

20,906

-6.1% from 2016

Average account balance

$184,899

+5.4% from 2016

Annual return

11.92%

-4.47 pp from 2016

Benchmarks

See 1,072 peers

Peer group

Industryany (size+type match)

Plan typeDefined contribution

Participants>=10,000

Cohort1,072 peers

Snapshot2021

Participant deferral / active EE

$8,140

median $4,200

Employer contribution / active EE

$4,562

median $1,871

Participation rate

98.5%

median 86.1%

Avg account balance

$184,899

median $72,317

Admin fee / account holder

$103

median $59

Annual return

11.92%

median 15.36%

Overall peer rank

58of 100

58th percentileavg across 6 metrics

Analytics

2015 - 2024

Total assets (EOY)

Plan-year ending balance

$3.62B

Average account balance

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

$175K

Participants with account balance

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

20,725

Eligible Participants and Participation

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

97.8%

Contributions (total)

Employer and participant dollars contributed each year

$184.88M

Contributions per participant

Average employer and participant contribution per enrolled participant

$14K

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+12.13%

Admin fee / account holder

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

$66

Asset composition

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

Mutual / pooled
Stocks
Bonds
Cash
Real estate
Loans

Service providers

Top 9 by compensation

Provider	Service type	Compensation
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD ADVISORS, INC. Service code 26 · EIN 23-2811930	Advisory (Participants)	$1,317,796
THE VANGUARD GROUP, INC.7+ years Service code 15 · EIN 23-1945930	Recordkeeping	$756,644
FIDUCIENT ADVISORS LLC1 year Service code 27 · EIN 36-4001764	Advisory (Plan)	$92,205
CLARK, SCHAEFER, HACKETT & CO.5 years Service code 10 · EIN 31-0800053	Accounting	$24,750
MATRIX TRUST COMPANY6 years Filed as: BROADRIDGE Service code 15 · EIN 22-3844417	Recordkeeping	$12,706
RR DONNELLEY1 year Filed as: RR DONNELLEY & SONS CO Service code 38 · EIN 36-1004130	Participant Communication	$11,161
HARPER & PEARSON COMPANY, P.C.1 year Filed as: HARPER & PEARSON CO PC Service code 10 · EIN 74-1695589	Accounting	$7,000
RUBINBROWN LLP3 years Filed as: RUBINBROWN, LLP Service code 10 · EIN 43-0765316	Accounting	$6,500
PENSION BENEFIT INFORMATION1 year Filed as: PENSION BENEFIT INFORMATION LLC Service code 15 · EIN 82-2042737	Recordkeeping	$5,477

Plan features & details

Pension benefit codes2E2F2G2J2K2T3H

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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

2 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).

Expense breakdown

Schedule H Part II

Admin total

$2.1M

$147 / participant

Other / not subdivided$2M100.0%

% of EOY assets

0.056%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: CLARK, SCHAEFER, HACKETT & CO.
Auditor EIN: 310800053
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$184,899

$106,520+73.6%

$86,645+113.4%

$106,520+73.6%

Participation rate

98.5%

71.3%+27.2pp

71.7%+26.8pp

71.3%+27.2pp

Annual return

11.92%

19.28%-7.4pp

63.52%-51.6pp

19.28%-7.4pp

Employer contribution / active EE

$4,562

$2,840+60.6%

$2,496+82.8%

$2,840+60.6%

Participant deferral / active EE

$8,140

$4,948+64.5%

$3,700+120.0%

$4,948+64.5%

Admin fee / account holder

$103

$75+38.8%

$5,830-98.2%

$75+38.8%

Provider

Service type

Compensation

THE VANGUARD GROUP, INC.1 year

Filed as: VANGUARD ADVISORS, INC.

Service code 26 · EIN 23-2811930

Advisory (Participants)

$1,317,796

THE VANGUARD GROUP, INC.7+ years

Service code 15 · EIN 23-1945930

Recordkeeping

$756,644

FIDUCIENT ADVISORS LLC1 year

Service code 27 · EIN 36-4001764

Advisory (Plan)

$92,205

CLARK, SCHAEFER, HACKETT & CO.5 years

Service code 10 · EIN 31-0800053

Accounting

$24,750

MATRIX TRUST COMPANY6 years

Filed as: BROADRIDGE

Service code 15 · EIN 22-3844417

Recordkeeping

$12,706

RR DONNELLEY1 year

Filed as: RR DONNELLEY & SONS CO

Service code 38 · EIN 36-1004130

Participant Communication

$11,161

HARPER & PEARSON COMPANY, P.C.1 year

Filed as: HARPER & PEARSON CO PC

Service code 10 · EIN 74-1695589

Accounting

$7,000

RUBINBROWN LLP3 years

Filed as: RUBINBROWN, LLP

Service code 10 · EIN 43-0765316

Accounting

$6,500

PENSION BENEFIT INFORMATION1 year

Filed as: PENSION BENEFIT INFORMATION LLC

Service code 15 · EIN 82-2042737

Recordkeeping

$5,477

ANHEUSER-BUSCH 401(K) SAVINGS AND RETIREMENT PLAN

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ANHEUSER-BUSCH 401(K) SAVINGS AND RETIREMENT PLAN

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

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