Plan Ledger DOL Form 5500 · updated monthly

Beverage Marketing USA, Incorpor401(k)

ARIZONA ICED TEA 401(K) PLAN · WOODBURY, NY · plan year 2024

Reported admin expense ratio · 2024
0.48%

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

Beverage Marketing USA, Incorpor reported $400,349 in plan administrative expenses for 2024: 0.48% of average plan assets, higher than ~90% of peers. Employer contributions averaged $1,652 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 0.03% to 0.48%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other manufacturing employers. By assets it is the 845th-largest of 5,648 plans among New York employers on file, and the 1,998th of 13,661 in manufacturing. In 2024, employees put in $2.36 for every $1.00 the employer contributed; active participation has grown from 682 to 1,342 since 2022.

Plan summary
Net assets, end of year$92,974,346
Participants with balances874
Active participants1,342
Employer contributions$2,216,872
Employee contributions$5,239,083
Employer contribution per active participant$1,652
Average account balance$106,378
Benefits paid to participants$8,238,901
Plan auditUnmodified (clean) audit opinion
AuditorSACCO CPA PLLC
Plan history3
Yearassets · accounts · employer contribution
2024$93.0M · 874 accts · $2.2M emplr
2023$74.6M · 550 accts · $1.7M emplr
2022$66.3M · 552 accts · $1.7M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$141,053
Investment management$259,296
Total administrative$400,349
The Beverage Marketing USA, Incorpor 401(k) match · 2024
Employer contribution per active participant$1,652
Median for plans this size$3,635
2024$1,652 per active participant
2023$2,479 per active participant
2022$2,490 per active participant

Beverage Marketing USA, Incorpor's 2024 employer contribution ran below the $3,635 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
UBS FINANCIAL SERVICES, INC. · Recordkeeping · Pension consulting$259,296
ADP, INC. · Loan processing · Recordkeeping$141,052

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

Recordkeeper by year2
2024ADP, UBS
2023ADP

This plan has changed recordkeepers within these filings. If you left Beverage Marketing USA, Incorpor before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$400,349 · 0.48%
2023$25,418 · 0.04%
2022$21,940 · 0.03%
Similar plansManufacturing · New York
Graham Corporation NY$97.7M · 0.21%
Protective Industries, Inc. NY$97.6M · 0.17%
Nissha USA, Inc. NY$97.0M · 0.04%
Derrick Corporation NY$95.6M · 0.12%
Curtis Instruments, Inc. NY$92.4M · 0.23%
Alm Global, LLC NY$90.9M · 0.27%
Src Ventures, Inc. NY$88.0M · 0.06%
Tessy Plastics Corp NY$85.1M · 0.24%

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Source: U.S. Department of Labor, Form 5500 series, EIN 133667302 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.