Plan Ledger DOL Form 5500 · updated monthly

High Country Beverage Corporation401(k)

HIGH COUNTRY BEVERAGE CORPORATION 401K PLAN · JOHNSTOWN, CO · plan year 2024

Reported admin expense ratio · 2024
0.68%

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

High Country Beverage Corporation reported $124,410 in plan administrative expenses for 2024: 0.68% of average plan assets, higher than ~90% of peers. Employer contributions averaged $3,080 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 0.81% to 0.68%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other wholesale trade employers. By assets it is the 534th-largest of 1,461 plans among Colorado employers on file, and the 1,946th of 4,246 in wholesale trade. In 2024, employees put in $1.29 for every $1.00 the employer contributed; active participation has grown from 176 to 285 since 2022.

Plan summary
Net assets, end of year$19,380,068
Participants with balances380
Active participants285
Employer contributions$877,907
Employee contributions$1,133,685
Employer contribution per active participant$3,080
Average account balance$51,000
Benefits paid to participants$2,167,432
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$19.4M · 380 accts · $878K emplr
2023$17.2M · 345 accts · $811K emplr
2022$14.1M · 208 accts · $780K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$124,410
Total administrative$124,410
The High Country Beverage Corporation 401(k) match · 2024
Employer contribution per active participant$3,080
Median for plans this size$2,416
2024$3,080 per active participant
2023$2,991 per active participant
2022$4,432 per active participant

High Country Beverage Corporation'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 · 20249
T. ROWE PROCE RPS, INC. · Recordkeeping · Trustee$124,410
LPL FINANCIAL · Investment management$32,413
BDO · Investment management$28,536
ASCENSUS · Investment management$11,785
AMERICAN NEW · Investment managementindirect comp
TIAA · Investment managementindirect comp
VANGUARD · Investment managementindirect comp
FIDELITY · Investment managementindirect comp
SCHWAB · Investment managementindirect 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
2024T. ROWE PROCE RPS, INC.
2023T. Rowe Price

This plan has changed recordkeepers within these filings. If you left High Country Beverage Corporation before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$124,410 · 0.68%
2023$113,831 · 0.73%
2022$125,483 · 0.81%
Same employer
Similar plansWholesale Trade · Colorado
Workplace Elements CO$22.2M · 0.69%
Dana Kepner Company, LLC CO$21.8M · 0.15%
Novus AG, LLC CO$20.8M · 0.38%
Paragon 28, Inc. CO$20.3M · 0.09%
Colorado Doorways, Inc. CO$19.4M · 0.06%
Solsbury Hill, LLC CO$19.1M · 0.43%
Envirotech Services, Inc. CO$18.0M · 0.27%

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Source: U.S. Department of Labor, Form 5500 series, EIN 841341843 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.