Plan Ledger DOL Form 5500 · updated monthly

General Beverage Sales Corp.401(k)

GENERAL BEVERAGE & GENERAL BEER PROFIT SHARING PLAN · MADISON, WI · plan year 2024

Reported admin expense ratio · 2024
0.15%

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

General Beverage Sales Corp. reported $134,903 in plan administrative expenses for 2024: 0.15% of average plan assets, above the peer median. Employer contributions averaged $884 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 0.17% to 0.15%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other wholesale trade employers. By assets it is the 243rd-largest of 1,936 plans among Wisconsin employers on file, and the 453rd of 4,246 in wholesale trade. In 2024, employees put in $4.32 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$91,865,344
Participants with balances1,000
Active participants792
Employer contributions$700,470
Employee contributions$3,027,593
Employer contribution per active participant$884
Average account balance$91,865
Benefits paid to participants$7,199,583
Plan auditUnmodified (clean) audit opinion
AuditorSVA CERTIFIED PUBLIC ACCOUNTANTS SC
Plan history3
Yearassets · accounts · employer contribution
2024$91.9M · 1,000 accts · $700K emplr
2023$84.2M · 998 accts · $692K emplr
2022$71.2M · 981 accts · $769K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$109,457
Investment management$25,446
Total administrative$134,903
The General Beverage Sales Corp. 401(k) match · 2024
Employer contribution per active participant$884
Median for plans this size$3,635
2024$884 per active participant
2023$895 per active participant
2022$1,056 per active participant

General Beverage Sales Corp.'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 · 20243
ONEAMERICA RETIREMENT SERVICES LLC · Recordkeeping · Loan processing$109,457
ONEAMERICA INV ADVISORY SVCS LLC · Investment management$25,446
MATRIX TRUST COMPANY · Custodial (securities) · Trusteeindirect comp

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

Recordkeeper by year2
2024OneAmerica
2023OneAmerica

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$134,903 · 0.15%
2023$98,606 · 0.13%
2022$132,932 · 0.17%
Same employer
Similar plansWholesale Trade · Wisconsin
Lemans Corporation WI$122.3M · 0.22%
Russel Metals Inc. WI$118.4M · 0.01%
Laforce, LLC WI$100.7M · 0.16%
School Specialty, LLC WI$99.0M · 0.27%
Jx Enterprises, Inc. WI$91.8M · 0.21%
Frank Liquor Company, Inc. WI$91.3M · 0.21%
Ellsworth Corporation WI$82.6M · 0.12%

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Source: U.S. Department of Labor, Form 5500 series, EIN 390789974 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.