Plan Ledger DOL Form 5500 · updated monthly

American Beverage Marketers401(k)

AMERICAN BEVERAGE MARKETERS 401K RETIREMENT PLAN · NEW ALBANY, IN · plan year 2024

Reported admin expense ratio · 2024
0.34%

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

American Beverage Marketers reported $114,479 in plan administrative expenses for 2024: 0.34% of average plan assets, above the peer median. Employer contributions averaged $5,820 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 fell from 0.40% to 0.34%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other manufacturing employers. By assets it is the 368th-largest of 1,562 plans among Indiana employers on file, and the 3,928th of 13,661 in manufacturing. In 2024, employees put in $1.49 for every $1.00 the employer contributed; active participation has grown from 153 to 178 since 2022.

Plan summary
Net assets, end of year$36,373,065
Participants with balances163
Active participants178
Employer contributions$1,035,986
Employee contributions$1,548,529
Employer contribution per active participant$5,820
Average account balance$223,148
Benefits paid to participants$1,942,248
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$36.4M · 163 accts · $1.0M emplr
2023$31.3M · 152 accts · $909K emplr
2022$26.2M · 148 accts · $836K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$114,479
Total administrative$114,479
The American Beverage Marketers 401(k) match · 2024
Employer contribution per active participant$5,820
Median for plans this size$2,416
2024$5,820 per active participant
2023$5,790 per active participant
2022$5,462 per active participant

American Beverage Marketers's 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top 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 · 20243
UBS FINANCIAL SERVICES, INC. · Investment advisory (plan)$30,000
RETIREMENT MANAGEMENT SVCS LLC · Contract administratorindirect comp

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

Administrative cost history3
2024$114,479 · 0.34%
2023$100,259 · 0.35%
2022$112,388 · 0.40%
Same employer
Similar plansManufacturing · Indiana
Gecom Corporation IN$37.9M · 0.33%
Autocar, LLC IN$37.4M · 0.31%
Indian Industries, Inc. IN$37.3M · 0.19%
Micropulse, Inc. IN$35.8M · 0.45%
Sepro Corporation IN$35.2M · 0.17%
Materials Processing, Inc. IN$34.9M · 0.28%
Hasco - Smoker Craft, Inc. IN$34.8M · 0.03%

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Source: U.S. Department of Labor, Form 5500 series, EIN 610221270 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.