Plan Ledger DOL Form 5500 · updated monthly

Markstein Beverage Co. of Sacramento401(k)

MARKSTEIN BEVERAGE RETIREMENT SAVINGS PLAN · SACRAMENTO, CA · plan year 2022

Reported admin expense ratio · 2022
0.03%

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

Markstein Beverage Co. of Sacramento reported $15,774 in plan administrative expenses for 2022: 0.03% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,447,100 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 1 year on file its reported administrative ratio fell from 0.03% to 0.01%. The plan sits in the $50M–$250M size bracket, benchmarked here against 9,341 comparable plans and shown alongside other wholesale trade employers. By assets it is the 1,728th-largest of 9,483 plans among California employers on file, and the 796th of 4,246 in wholesale trade. In 2022, the employer put in $1.35 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$51,578,297
Participants with balances581
Active participants2
Employer contributions$2,894,200
Employee contributions$2,136,726
Employer contribution per active participant$1,447,100
Average account balance$88,775
Benefits paid to participants$22,327,097
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2023$964 · 5 accts
2022$51.6M · 581 accts · $2.9M emplr
Administrative expenses, itemized · 2022
Investment management$20,305
Total administrative$15,774
The Markstein Beverage Co. of Sacramento 401(k) match · 2022
Employer contribution per active participant$1,447,100
Median for plans this size$3,449

Markstein Beverage Co. of Sacramento's 2022 employer contribution ran above the $3,449 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 history2
2023$1,984 · 0.01%
2022$15,774 · 0.03%
Same employer
Similar plansWholesale Trade · California
Sakura Finetek USA, Inc. CA$53.8M · 0.09%
Mag Brand Group, LLC CA$53.4M · 0.61%
Fff Enterprises, Inc. CA$53.0M · 0.31%
Bachem Americas ,Inc. CA$51.6M · 0.15%
West Coast Materials, Inc. CA$51.2M · 0.26%
Cj America Inc CA$51.0M · 0.34%
Momentum Textiles, LLC CA$49.9M · 0.30%

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Source: U.S. Department of Labor, Form 5500 series, EIN 942253303 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.