Plan Ledger DOL Form 5500 · updated monthly

Capital City Beverages, Inc.401(k)

CAPITAL CITY BEVERAGES, INC. 401(K) PROFIT SHARING PLAN · JACKSON, MS · plan year 2024

Reported admin expense ratio · 2024
0.75%

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

Capital City Beverages, Inc. reported $53,447 in plan administrative expenses for 2024: 0.75% of average plan assets, above the peer median. Employer contributions averaged $824 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 0.52% to 0.75%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other wholesale trade employers. By assets it is among the smaller plans on file in Mississippi (199th of 367), and 3,268th of 4,246 in wholesale trade. In 2024, employees put in $2.85 for every $1.00 the employer contributed; active participation has grown from 125 to 257 since 2022.

Plan summary
Net assets, end of year$7,633,004
Participants with balances248
Active participants257
Employer contributions$211,669
Employee contributions$602,574
Employer contribution per active participant$824
Average account balance$30,778
Benefits paid to participants$675,749
Plan auditUnmodified (clean) audit opinion
AuditorPILTZ, WILLIAMS, LAROSA & CO.
Plan history3
Yearassets · accounts · employer contribution
2024$7.6M · 248 accts · $212K emplr
2023$6.6M · 220 accts · $128K emplr
2022$2.5M · 142 accts · $115K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$35,080
Investment management$18,367
Total administrative$53,447
The Capital City Beverages, Inc. 401(k) match · 2024
Employer contribution per active participant$824
Median for plans this size$1,313
2024$824 per active participant
2023$510 per active participant
2022$924 per active participant

Capital City Beverages, Inc.'s 2024 employer contribution ran below the $1,313 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
HANCOCK WHITNEY BANK · Investment advisory (plan)$18,367

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

Administrative cost history3
2024$53,447 · 0.75%
2023$14,212 · 0.31%
2022$13,679 · 0.52%
Same employer
Similar plansWholesale Trade · Mississippi
Precision Spine Inc. MS$10.3M · 0.35%
Dutch Oil Company, Inc. MS$8.5M · 0.50%
Chancellor, Inc. MS$3.2M · 0.48%
Old River Companies, Inc. MS$2.1M · 1.31%
Maples Gas Company, Inc. MS$1.6M · 0.21%

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Source: U.S. Department of Labor, Form 5500 series, EIN 640120572 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.