Plan Ledger DOL Form 5500 · updated monthly

Harvest Hill Beverage Company401(k)

HARVEST HILL BEVERAGE COMPANY 401(K) PLAN · STAMFORD, CT · plan year 2024

Reported admin expense ratio · 2024
0.13%

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

Harvest Hill Beverage Company reported $13,793 in plan administrative expenses for 2024: 0.13% of average plan assets, below the peer median. Employer contributions averaged $4,828 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 $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in Connecticut (681st of 1,106), and 7,722nd of 13,661 in manufacturing. In 2024, employees put in $2.30 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$12,974,923
Participants with balances172
Active participants166
Employer contributions$801,445
Employee contributions$1,847,137
Employer contribution per active participant$4,828
Average account balance$75,436
Benefits paid to participants$632,759
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$945
Investment management$12,848
Total administrative$13,793
The Harvest Hill Beverage Company 401(k) match · 2024
Employer contribution per active participant$4,828
Median for plans this size$2,416

Harvest Hill Beverage Company's 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top 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 · 20242
GLOBAL RETIREMENT PARTNERS LLC · Investment advisory (plan)$12,848
JPMORGAN INVEST HOLDINGS LLC$945

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

Administrative cost history1
2024$13,793 · 0.13%
Same employer
Similar plansManufacturing · Connecticut
Kimchuk, Inc. CT$14.1M · 0.12%
Bauer, Inc. CT$13.8M · 0.49%
United Steel, Inc. CT$13.4M · 0.44%
Projects Incorporated CT$13.0M · 0.06%
Unger Enterprises, LLC CT$12.9M · 0.03%
The Platt Bros. & Co. CT$12.7M · 0.21%
Highway Safety Corporation CT$12.5M · 0.34%

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Source: U.S. Department of Labor, Form 5500 series, EIN 471027450 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.