Plan Ledger DOL Form 5500 · updated monthly

Constellation Brands U.S. Operations, Inc.401(k)

CANANDAIGUA WINE COMPANY, INC. UNION 401(K) PLAN · VICTOR, NY · plan year 2024

Reported admin expense ratio · 2024
0.06%

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

Constellation Brands U.S. Operations, Inc. reported $12,568 in plan administrative expenses for 2024: 0.06% of average plan assets, lower than ~75% of peers. Employer contributions averaged $3,129 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 0.07% to 0.06%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other manufacturing employers. By assets it is the 2,395th-largest of 5,648 plans among New York employers on file, and the 5,606th of 13,661 in manufacturing. In 2024, employees put in $1.93 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$21,816,422
Participants with balances196
Active participants171
Employer contributions$535,057
Employee contributions$1,033,466
Employer contribution per active participant$3,129
Average account balance$111,308
Benefits paid to participants$1,533,441
Plan auditUnmodified (clean) audit opinion
AuditorTHE BONADIO GROUP
Plan history3
Yearassets · accounts · employer contribution
2024$21.8M · 196 accts · $535K emplr
2023$19.6M · 210 accts · $569K emplr
2022$17.2M · 210 accts · $548K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$11,414
Investment management$1,154
Total administrative$12,568
The Constellation Brands U.S. Operations, Inc. 401(k) match · 2024
Employer contribution per active participant$3,129
Median for plans this size$2,416
2024$3,129 per active participant
2023$3,308 per active participant
2022$3,151 per active participant

Constellation Brands U.S. Operations, Inc.'s 2024 employer contribution ran above 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
CAPFINANCIAL PARTNERS LLC DBA CAPTR · Investment advisory (plan)$1,154

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$12,568 · 0.06%
2023$14,707 · 0.08%
2022$13,510 · 0.07%
Similar plansManufacturing · New York
Acme Smoked Fish Corp. NY$22.1M · 0.64%
Mystic, Inc. NY$22.1M · 0.17%
Miraclon Corporation NY$21.9M · 0.02%
V.J. Technologies, Inc. NY$21.9M · 0.31%
Nortera Foods USA Inc. NY$21.6M · 0.60%
Koike Aronson, Inc. NY$21.5M · 0.03%
Anoplate Corporation NY$21.4M · 0.00%

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Source: U.S. Department of Labor, Form 5500 series, EIN 161462887 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.