Plan Ledger DOL Form 5500 · updated monthly

Heart of America Beverage Company LLC401(k)

HEART OF AMERICA BEVERAGE COMPANY, LLC 401(K) PLAN · SPRINGFIELD, MO · plan year 2022

Reported admin expense ratio · 2022
0.01%

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

Heart of America Beverage Company LLC reported $525 in plan administrative expenses for 2022: 0.01% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,275 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 wholesale trade employers. By assets it is among the smaller plans on file in Missouri (947th of 1,393), and 3,242nd of 4,246 in wholesale trade. In 2022, employees put in $1.74 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$7,796,785
Participants with balances91
Active participants79
Employer contributions$179,695
Employee contributions$312,689
Employer contribution per active participant$2,275
Average account balance$85,679
Benefits paid to participants$155,584
Plan auditUnmodified (clean) audit opinion
The Heart of America Beverage Company LLC 401(k) match · 2022
Employer contribution per active participant$2,275
Median for plans this size$1,114

Heart of America Beverage Company LLC's 2022 employer contribution ran above the $1,114 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$525 · 0.01%
Same employer
Similar plansWholesale Trade · Missouri
Mfa Oil Company MO$8.9M · 1.30%
Keg 1 Missouri, LLC MO$8.9M · 0.03%
W.C. Tingle Company MO$8.8M · 0.46%
Summit Distributing MO$7.4M · 0.08%
Nexom (US), Inc. MO$7.1M · 0.63%
Missouri Walnut, LLC MO$6.2M · 0.57%

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Source: U.S. Department of Labor, Form 5500 series, EIN 431933310 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.