Plan Ledger DOL Form 5500 · updated monthly

Avery Brewing Company401(k)

AVERY BREWING COMPANY 401(K) PROFIT SHARING PLAN AND TRUST · BOULDER, CO · plan year 2023

Reported admin expense ratio · 2023
0.03%

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

Avery Brewing Company reported $2,038 in plan administrative expenses for 2023: 0.03% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,050 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 1 year on file its reported administrative ratio rose from 0.02% to 0.03%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in Colorado (937th of 1,461), and 10,274th of 13,661 in manufacturing. In 2023, employees put in $2.03 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$6,817,856
Participants with balances209
Active participants87
Employer contributions$178,372
Employee contributions$361,709
Employer contribution per active participant$2,050
Average account balance$32,621
Benefits paid to participants$1,137,076
Plan auditUnmodified (clean) audit opinion
AuditorHUNGERFORD NICHOLS
Plan history2
Yearassets · accounts · employer contribution
2023$6.8M · 209 accts · $178K emplr
2022$6.2M · 205 accts · $187K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$2,038
Total administrative$2,038
The Avery Brewing Company 401(k) match · 2023
Employer contribution per active participant$2,050
Median for plans this size$1,308
2023$2,050 per active participant
2022$1,750 per active participant

Avery Brewing Company's 2023 employer contribution ran above the $1,308 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20231

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

Administrative cost history2
2023$2,038 · 0.03%
2022$1,235 · 0.02%
Similar plansManufacturing · Colorado
Enstrom Candies, Inc. CO$7.0M · 0.60%
Air Comm Corporation LLC CO$6.6M · 0.33%
Phm Brands, LLC CO$6.3M · 1.05%

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Source: U.S. Department of Labor, Form 5500 series, EIN 841244171 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.