Plan Ledger DOL Form 5500 · updated monthly

North American Breweries, Inc.401(k)

NORTH AMERICAN BREWERIES, INC. EMPLOYEES' SAVINGS AND INVESTMENT PLAN · ROCHESTER, NY · plan year 2024

Reported admin expense ratio · 2024
0.16%

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

North American Breweries, Inc. reported $122,818 in plan administrative expenses for 2024: 0.16% of average plan assets, above the peer median. Employer contributions averaged $2,754 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 3 years on file its reported administrative ratio has held roughly steady near 0.157%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other manufacturing employers. By assets it is the 932nd-largest of 5,648 plans among New York employers on file, and the 2,216th of 13,661 in manufacturing. In 2024, employees put in $2.57 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$81,572,796
Participants with balances687
Active participants508
Employer contributions$1,399,063
Employee contributions$3,591,959
Employer contribution per active participant$2,754
Average account balance$118,738
Benefits paid to participants$10,408,528
Plan auditUnmodified (clean) audit opinion
AuditorINSERO & CO. CPA'S, LLP
Plan history3
Yearassets · accounts · employer contribution
2024$81.6M · 687 accts · $1.4M emplr
2023$75.2M · 729 accts · $1.4M emplr
2022$66.5M · 748 accts · $1.4M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$77,008
Investment management$30,485
Audit (IQPA)$15,325
Total administrative$122,818
The North American Breweries, Inc. 401(k) match · 2024
Employer contribution per active participant$2,754
Median for plans this size$3,635
2024$2,754 per active participant
2023$3,079 per active participant
2022$2,740 per active participant

North American Breweries, Inc.'s 2024 employer contribution ran below the $3,635 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 · 20243
SCHWAB RETIREMENT PLAN SERVICES INC · Recordkeeping · Investment advisory (participants)$87,493
UBS FINANCIAL SERVICES INC · Investment management$20,000
INSERO AND CO CPAS LLP · Accounting / audit$15,325

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

Recordkeeper by year2
2024Charles Schwab
2023Charles Schwab

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$122,818 · 0.16%
2023$120,287 · 0.17%
2022$117,215 · 0.16%
Same employer
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Alm Global, LLC NY$90.9M · 0.27%
Src Ventures, Inc. NY$88.0M · 0.06%
Tessy Plastics Corp NY$85.1M · 0.24%
Cutco Cutlery Corporation NY$82.7M · 0.16%
Medical Depot, Inc. NY$77.6M · 0.20%
Curbell, Inc NY$77.1M · 0.10%
Loar Group Inc. NY$76.2M · 0.19%
Mohawk Fine Papers Inc. NY$76.1M · 0.09%

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Source: U.S. Department of Labor, Form 5500 series, EIN 800301528 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.