Plan Ledger DOL Form 5500 · updated monthly

Budweiser Distributing Company of Borger, L.P.401(k)

BUDWEISER DISTRIBUTING COMPANY OF BORGER 401(K) RETIREMENT PLAN · AMARILLO, TX · plan year 2024

Reported admin expense ratio · 2024
0.59%

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

Budweiser Distributing Company of Borger, L.P. reported $86,451 in plan administrative expenses for 2024: 0.59% of average plan assets, higher than ~75% of peers. Employer contributions averaged $2,079 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 0.76% to 0.59%. 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 2,411th-largest of 5,688 plans among Texas employers on file, and 2,348th of 4,246 in wholesale trade. In 2024, employees put in $2.17 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$15,172,699
Participants with balances193
Active participants148
Employer contributions$307,731
Employee contributions$666,247
Employer contribution per active participant$2,079
Average account balance$78,615
Benefits paid to participants$2,251,809
AuditorJOHNSON & SHELDON, PLLC
Plan history3
Yearassets · accounts · employer contribution
2024$15.2M · 193 accts · $308K emplr
2023$14.0M · 168 accts · $290K emplr
2022$12.1M · 172 accts · $281K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$86,451
Total administrative$86,451
The Budweiser Distributing Company of Borger, L.P. 401(k) match · 2024
Employer contribution per active participant$2,079
Median for plans this size$2,416
2024$2,079 per active participant
2023$2,058 per active participant
2022$1,968 per active participant

Budweiser Distributing Company of Borger, L.P.'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$33,779
CWM LLC · Investment advisory (plan)$49,106

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
2023NOVA 401(K) ASSOCIATES, Transamerica

This plan has changed recordkeepers within these filings. If you left Budweiser Distributing Company of Borger, L.P. 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$86,451 · 0.59%
2023$78,561 · 0.60%
2022$95,698 · 0.76%
Same employer
Similar plansWholesale Trade · Texas
Aviva Metals, Inc. TX$15.6M · 0.07%
Hugh M. Cunningham, Inc. TX$15.5M · 0.30%
Wrist North America Inc. TX$15.1M · 0.40%
FISHER59, LLC TX$14.8M · 0.32%
Allredi, LLC TX$14.5M · 0.32%

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Source: U.S. Department of Labor, Form 5500 series, EIN 751325404 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.