Plan Ledger DOL Form 5500 · updated monthly

Sierra Nevada Brewing Co.401(k)

SIERRA NEVADA BREWING 401(K) PLAN · CHICO, CA · plan year 2024

Reported admin expense ratio · 2024
0.04%

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

Sierra Nevada Brewing Co. reported $77,123 in plan administrative expenses for 2024: 0.04% of average plan assets, lower than ~75% of peers. Employer contributions averaged $5,563 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 0.04%. 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 520th-largest of 9,483 plans among California employers on file, and the 1,066th of 13,661 in manufacturing. In 2024, employees put in $1.26 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$226,094,400
Participants with balances1,631
Active participants1,109
Employer contributions$6,169,461
Employee contributions$7,759,182
Employer contribution per active participant$5,563
Average account balance$138,623
Benefits paid to participants$14,245,044
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$226.1M · 1,631 accts · $6.2M emplr
2023$193.6M · 1,531 accts · $6.1M emplr
2022$157.0M · 1,528 accts · $5.3M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$27,946
Investment management$49,177
Total administrative$77,123
The Sierra Nevada Brewing Co. 401(k) match · 2024
Employer contribution per active participant$5,563
Median for plans this size$3,635
2024$5,563 per active participant
2023$5,914 per active participant
2022$4,931 per active participant

Sierra Nevada Brewing Co.'s 2024 employer contribution ran above 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
LPL FINANCIAL · Investment advisory (plan)$31,177
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$29,297
COLTON GROOME FINANCIAL ADVISORS · Investment advisory (plan)$18,000

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$77,123 · 0.04%
2023$154,642 · 0.09%
2022$167,612 · 0.10%
Same employer
Similar plansManufacturing · California
Safran Cabin Inc. CA$235.3M · 0.14%
Pharmavite LLC CA$228.1M · 0.16%
Lumileds LLC CA$225.4M · 0.03%
Nippon Paint (USA) Inc. CA$216.8M · 0.13%

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Source: U.S. Department of Labor, Form 5500 series, EIN 680025654 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.