Plan Ledger DOL Form 5500 · updated monthly

Caribbean Distillers, LLC401(k)

CC1 FLORIDA EMPLOYEES RETIREMENT SAVINGS PLAN · LAKE ALFRED, FL · plan year 2022

Reported admin expense ratio · 2022
0.39%

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

Caribbean Distillers, LLC reported $21,186 in plan administrative expenses for 2022: 0.39% of average plan assets, below the peer median. Employer contributions averaged $582 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in Florida (2,450th of 3,644), and 11,099th of 13,661 in manufacturing. In 2022, employees put in $2.39 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$5,201,429
Participants with balances160
Active participants335
Employer contributions$194,825
Employee contributions$466,549
Employer contribution per active participant$582
Average account balance$32,509
Benefits paid to participants$431,926
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$18,610
Investment management$2,576
Total administrative$21,186
The Caribbean Distillers, LLC 401(k) match · 2022
Employer contribution per active participant$582
Median for plans this size$1,114

Caribbean Distillers, LLC's 2022 employer contribution ran below the $1,114 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$21,186 · 0.39%
Same employer
Similar plansManufacturing · Florida
Gq Investments, LLC FL$5.3M · 0.85%
Teakdecking Systems, Inc. FL$5.1M · 0.64%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 273386774 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.