Plan Ledger DOL Form 5500 · updated monthly

Amoskeag Beverages, LLC401(k)

AMOSKEAG BEVERAGES, LLC 401(K) PLAN · BOW, NH · plan year 2024

Reported admin expense ratio · 2024
0.43%

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

Amoskeag Beverages, LLC reported $88,618 in plan administrative expenses for 2024: 0.43% of average plan assets, above the peer median. Employer contributions averaged $2,084 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 0.38% to 0.43%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other wholesale trade employers. By assets it is the 166th-largest of 411 plans among New Hampshire employers on file, and the 1,751st of 4,246 in wholesale trade. In 2024, employees put in $2.58 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$22,005,472
Participants with balances268
Active participants233
Employer contributions$485,554
Employee contributions$1,254,181
Employer contribution per active participant$2,084
Average account balance$82,110
Benefits paid to participants$1,481,032
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$22.0M · 268 accts · $486K emplr
2023$19.3M · 275 accts · $491K emplr
2022$16.2M · 272 accts · $492K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$58,192
Investment management$30,426
Total administrative$88,618
The Amoskeag Beverages, LLC 401(k) match · 2024
Employer contribution per active participant$2,084
Median for plans this size$2,416
2024$2,084 per active participant
2023$1,989 per active participant
2022$1,978 per active participant

Amoskeag Beverages, LLC's 2024 employer contribution ran below the $2,416 median for plans its size. 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 · Recordkeeping · Loan processing$58,192
MML INVESTORS SERVICES, LLC · Insurance broker · Insurance services$30,426

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

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$88,618 · 0.43%
2023$77,317 · 0.44%
2022$64,555 · 0.38%
Same employer
Similar plansWholesale Trade · New Hampshire
Bauer Hockey, LLC NH$48.8M · 0.24%
The Life Is Good Company NH$28.4M · 0.49%
Natural Partners, LLC NH$11.2M · 0.37%
Index Packaging, Inc. NH$10.4M · 0.16%

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Source: U.S. Department of Labor, Form 5500 series, EIN 263769103 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.