Plan Ledger DOL Form 5500 · updated monthly

Indiana Beverage, Inc.401(k)

INDIANA BEVERAGE, INC. 401(K) PROFIT SHARING PLAN · VALPARAISO, IN · plan year 2024

Reported admin expense ratio · 2024
0.09%

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

Indiana Beverage, Inc. reported $37,669 in plan administrative expenses for 2024: 0.09% of average plan assets, lower than ~75% of peers. Employer contributions averaged $4,375 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 0.10% to 0.09%. 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 333rd-largest of 1,562 plans among Indiana employers on file, and the 988th of 4,246 in wholesale trade. In 2024, the employer put in $1.20 for every $1.00 employees contributed themselves; active participation has grown from 202 to 267 since 2022.

Plan summary
Net assets, end of year$41,859,493
Participants with balances259
Active participants267
Employer contributions$1,168,124
Employee contributions$971,874
Employer contribution per active participant$4,375
Average account balance$161,620
Benefits paid to participants$2,470,831
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$41.9M · 259 accts · $1.2M emplr
2023$37.6M · 243 accts · $1.1M emplr
2022$32.7M · 235 accts · $1.0M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$1,669
Investment management$36,000
Total administrative$37,669
The Indiana Beverage, Inc. 401(k) match · 2024
Employer contribution per active participant$4,375
Median for plans this size$2,416
2024$4,375 per active participant
2023$5,244 per active participant
2022$5,193 per active participant

Indiana Beverage, Inc.'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
CAPFINANCIAL PARTNERS LLC DBA CAPTR · Investment advisory (plan)$36,000
JPMORGAN INVEST HOLDINGS LLC$1,669

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

Administrative cost history3
2024$37,669 · 0.09%
2023$36,865 · 0.10%
2022$37,425 · 0.10%
Same employer
Similar plansWholesale Trade · Indiana
Zurcher Tire, Inc. IN$57.2M · 1.28%
G.W. Berkheimer Co. Inc. IN$52.8M · 0.01%
J.D. Byrider Systems, LLC IN$50.2M · 0.29%
Gnap, LLC IN$33.1M · 0.02%
Shelby Gravel, Inc. IN$32.9M · 0.53%

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Source: U.S. Department of Labor, Form 5500 series, EIN 351074994 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.