Plan Ledger DOL Form 5500 · updated monthly

High Country Beverage Corporation401(k)

HIGH COUNTRY BEVERAGE CORPORATION 401(K) PLAN · JOHNSTOWN, CO · plan year 2023

Reported admin expense ratio · 2023
0.73%

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

High Country Beverage Corporation reported $113,831 in plan administrative expenses for 2023: 0.73% of average plan assets, higher than ~90% of peers. Employer contributions averaged $6,644 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 26,779 comparable plans and shown alongside other wholesale trade employers. By assets it is the 589th-largest of 1,461 plans among Colorado employers on file, and 2,137th of 4,246 in wholesale trade. In 2023, employees put in $1.32 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$17,246,975
Participants with balances174
Active participants122
Employer contributions$810,623
Employee contributions$1,070,792
Employer contribution per active participant$6,644
Average account balance$99,121
Benefits paid to participants$1,211,224
Plan auditUnmodified (clean) audit opinion
AuditorBDO USA,P.C
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$113,831
Total administrative$113,831
The High Country Beverage Corporation 401(k) match · 2023
Employer contribution per active participant$6,644
Median for plans this size$2,440

High Country Beverage Corporation's 2023 employer contribution ran above the $2,440 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 202312
T ROWE PRICE RPS,INC · Recordkeeping · Trustee$25,874
FIDELITY · Investment managementindirect comp
PIMCO FUNDS · Investment managementindirect comp
DODGE & COX · Investment managementindirect comp
GOLDMAN SACHS FUNDS · Investment managementindirect comp
LOOMIS SAYLES · Investment managementindirect comp
OAKMARK · Investment managementindirect comp
MFS FUNDS · Investment managementindirect comp
THORNBURG FUNDS · Investment managementindirect comp
DIMENSIONAL FUNDS · Investment managementindirect comp
DWS INVESTMENTS · Investment managementindirect comp

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

Administrative cost history1
2023$113,831 · 0.73%
Similar plansWholesale Trade · Colorado
Colorado Doorways, Inc. CO$19.4M · 0.06%
Solsbury Hill, LLC CO$19.1M · 0.43%
Envirotech Services, Inc. CO$18.0M · 0.27%
Miller International, Inc. CO$16.8M · 0.05%
McGee Company CO$16.2M · 0.43%
Winn-Marion Barber, LLC CO$14.9M · 0.43%

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Source: U.S. Department of Labor, Form 5500 series, EIN 810546974 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.