Plan Ledger DOL Form 5500 · updated monthly

Sequoia Beverage Company, a Limited Partnership dba Bueno Beverage Co401(k)

BUENO BEVERAGE COMPANY 401(K) PROFIT SHARING PLAN · VISALIA, CA · plan year 2024

Reported admin expense ratio · 2024
0.46%

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

Sequoia Beverage Company, a Limited Partnership dba Bueno Beverage Co reported $43,167 in plan administrative expenses for 2024: 0.46% of average plan assets, below the peer median. Employer contributions averaged $4,025 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 0.90% to 0.46%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other wholesale trade employers. By assets it is among the smaller plans on file in California (5,554th of 9,483), and 2,970th of 4,246 in wholesale trade. In 2024, the employer put in $2.89 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$9,643,024
Participants with balances117
Active participants74
Employer contributions$297,853
Employee contributions$103,076
Employer contribution per active participant$4,025
Average account balance$82,419
Benefits paid to participants$765,426
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$9.6M · 117 accts · $298K emplr
2023$9.0M · 122 accts · $308K emplr
2022$8.0M · 151 accts · $309K emplr
Administrative expenses, itemized · 2024
Investment management$43,167
Total administrative$43,167
The Sequoia Beverage Company, a Limited Partnership dba Bueno Beverage Co 401(k) match · 2024
Employer contribution per active participant$4,025
Median for plans this size$1,313
2024$4,025 per active participant
2023$3,949 per active participant
2022$4,064 per active participant

Sequoia Beverage Company, a Limited Partnership dba Bueno Beverage Co's 2024 employer contribution ran above the $1,313 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 · 20243
NATIONWIDE · Recordkeeping · Custodial (securities)$17,169
PRO ACCOUNT · Investment advisory (participants)$30,884
MORGAN STANLEYindirect 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
2024Nationwide
2023Nationwide

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

Administrative cost history3
2024$43,167 · 0.46%
2023$79,145 · 0.93%
2022$87,360 · 0.90%
Similar plansWholesale Trade · California
Sambrailo Packaging, Inc. CA$9.8M · 0.05%
Odu-Usa Inc CA$9.7M · 0.50%
Adm Associates, Inc. CA$9.6M · 0.37%
All.Health, Inc. CA$9.6M · 0.56%
Exo, Inc. CA$9.5M · 0.03%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 770136563 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.