Plan Ledger DOL Form 5500 · updated monthly

Abc Liquors, Inc. dba Abc Fine Wine & Spirits401(k)

ABC FINE WINE & SPIRITS 401K RETIREMENT & SAVINGS PLAN · ORLANDO, FL · plan year 2024

Reported admin expense ratio · 2024
0.42%

Peer grade: C · admin costs + employer contributions vs same-size plans · how grading works

Abc Liquors, Inc. dba Abc Fine Wine & Spirits reported $178,922 in plan administrative expenses for 2024: 0.42% of average plan assets, above the peer median. Employer contributions averaged $1,195 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio rose from 0.37% to 0.42%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other retail trade employers. By assets it is the 584th-largest of 3,644 plans among Florida employers on file, and the 707th of 5,215 in retail trade. In 2024, employees put in $2.50 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$44,961,340
Participants with balances1,352
Active participants1,083
Employer contributions$1,294,422
Employee contributions$3,233,202
Employer contribution per active participant$1,195
Average account balance$33,255
Benefits paid to participants$5,422,780
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$45.0M · 1,352 accts · $1.3M emplr
2023$41.2M · 1,237 accts · $1.4M emplr
2022$39.2M · 1,277 accts · $1.3M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$178,922
Total administrative$178,922
The Abc Liquors, Inc. dba Abc Fine Wine & Spirits 401(k) match · 2024
Employer contribution per active participant$1,195
Median for plans this size$2,416
2024$1,195 per active participant
2023$1,352 per active participant
2022$1,182 per active participant

Abc Liquors, Inc. dba Abc Fine Wine & Spirits's 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
TRANSAMERICA RETIREMENT SOLUTIONS · Claims processing · Recordkeeping$178,922
NATIONAL FINANCIAL SERVICES · Securities brokerageindirect comp

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024Transamerica
2023Transamerica

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Administrative cost history3
2024$178,922 · 0.42%
2023$162,091 · 0.40%
2022$158,895 · 0.37%
Same employer
Similar plansRetail Trade · Florida
Tbc Retail Group, Inc. FL$79.4M · 0.26%
City Furniture FL$77.5M · 0.15%
Braman Motors, Inc. FL$66.6M · 0.38%
Greenway Ford, Inc. FL$42.2M · 0.57%
Gettel Automotive, Inc. FL$42.1M · 0.43%

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Source: U.S. Department of Labor, Form 5500 series, EIN 590686670 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.