Bacardi U.S.A., Inc.401(k)
BACARDI U.S.A., INC. & AFFILIATES 401(K) SAVINGS AND DC RETIREMENT PLAN · CORAL GABLES, FL · plan year 2024
Peer grade: B · admin costs + employer contributions vs same-size plans · how grading works
Bacardi U.S.A., Inc. reported $945,882 in plan administrative expenses for 2024: 0.34% of average plan assets, higher than ~90% of peers. Employer contributions averaged $9,858 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 0.30% to 0.34%. The plan sits in the $250M–$1B size bracket, benchmarked here against 2,883 comparable plans and shown alongside other manufacturing employers. By assets it is the 133rd-largest of 3,644 plans among Florida employers on file, and the 872nd of 13,661 in manufacturing. In 2024, the employer put in $1.08 for every $1.00 employees contributed themselves.
Bacardi U.S.A., Inc.'s 2024 employer contribution ran above the $4,294 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.
Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.
Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.
Why are you looking at this plan?
Source: U.S. Department of Labor, Form 5500 series, EIN 131507147 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.