Plan Ledger DOL Form 5500 · updated monthly

Adams Beverages, LLC401(k)

ADAMS BEVERAGES, INC. 401(K) PLAN · DOTHAN, AL · plan year 2025

Reported admin expense ratio · 2025
0.67%

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

Adams Beverages, LLC reported $150,396 in plan administrative expenses for 2025: 0.67% of average plan assets, higher than ~90% of peers. Employer contributions averaged $829 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 3 years on file its reported administrative ratio rose from 0.62% to 0.67%. The plan sits in the $10M–$50M size bracket, benchmarked here against 1,620 comparable plans and shown alongside other wholesale trade employers. By assets it is the 258th-largest of 902 plans among Alabama employers on file, and the 1,586th of 4,246 in wholesale trade. In 2025, employees put in $2.72 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$24,885,204
Participants with balances366
Active participants698
Employer contributions$578,924
Employee contributions$1,572,637
Employer contribution per active participant$829
Average account balance$67,992
Benefits paid to participants$1,987,435
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$24.9M · 366 accts · $579K emplr
2024$20.3M · 342 accts · $526K emplr
2023$18.9M · 330 accts · $432K emplr
2022$16.4M · 333 accts · $479K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$150,396
Total administrative$150,396
The Adams Beverages, LLC 401(k) match · 2025
Employer contribution per active participant$829
Median for plans this size$2,666
2025$829 per active participant
2024$789 per active participant
2023$638 per active participant
2022$701 per active participant

Adams Beverages, LLC's 2025 employer contribution ran below the $2,666 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20254
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$137,221
BENNETT THRASHER, LLP · Accounting / audit$17,848
ASCENSUS, LLC · Contract administrator · Other services$12,178
CAMBRIDGE INVESTMENT RESEARCH ADVIS · Investment advisory (plan)indirect comp

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

Administrative cost history4
2025$150,396 · 0.67%
2024$143,376 · 0.73%
2023$101,056 · 0.57%
2022$94,020 · 0.62%
Same employer
Similar plansWholesale Trade · Alabama
Truckworx, Inc AL$30.1M · 0.61%
Martin Incorporated AL$25.8M · 0.55%
Gulf Distributing Co., Inc. AL$23.3M · 0.65%
Sunsouth LLC AL$21.6M · 0.62%
Saginaw Pipe Company, Inc. AL$21.6M · 0.32%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 630733351 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.