Plan Ledger DOL Form 5500 · updated monthly

Sunny Delight Beverages Co.401(k)

SUNNY DELIGHT BEVERAGES CO. RETIREMENT SAVINGS PLAN · STAMFORD, CT · plan year 2024

Reported admin expense ratio · 2024
0.10%

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

Sunny Delight Beverages Co. reported $61,128 in plan administrative expenses for 2024: 0.10% of average plan assets, below the peer median. Employer contributions averaged $1,601 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 0.21% to 0.10%. 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 272nd-largest of 1,106 plans among Connecticut employers on file, and the 2,741st of 13,661 in manufacturing. In 2024, employees put in $2.06 for every $1.00 the employer contributed; active participation has grown from 425 to 543 since 2022.

Plan summary
Net assets, end of year$61,237,661
Participants with balances576
Active participants543
Employer contributions$869,157
Employee contributions$1,787,705
Employer contribution per active participant$1,601
Average account balance$106,315
Benefits paid to participants$8,516,619
Plan auditUnmodified (clean) audit opinion
AuditorBARNES DENNIG & CO LTD
Plan history3
Yearassets · accounts · employer contribution
2024$61.2M · 576 accts · $869K emplr
2023$59.6M · 642 accts · $1.1M emplr
2022$53.7M · 565 accts · $945K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$6,328
Investment management$38,000
Audit (IQPA)$16,500
Total administrative$61,128
The Sunny Delight Beverages Co. 401(k) match · 2024
Employer contribution per active participant$1,601
Median for plans this size$3,635
2024$1,601 per active participant
2023$1,784 per active participant
2022$2,224 per active participant

Sunny Delight Beverages Co.'s 2024 employer contribution ran below the $3,635 median for plans its size, in the bottom 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 · 20244
GLOBAL RETIREMENT PARTNERS LLC · Investment advisory (plan)$38,000
BARNES DENNIG & CO LTD · Accounting / audit$16,500
JPMORGAN INVEST HOLDINGS LLC$6,328
QDRO CONSULTANTS CO LLC · Consulting$300

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$61,128 · 0.10%
2023$116,062 · 0.20%
2022$125,255 · 0.21%
Same employer
Similar plansManufacturing · Connecticut
Deringer-Ney Inc. CT$65.5M · 0.02%
Precision Resource Inc CT$62.1M · 0.13%
Pcx Aerostructures, LLC CT$61.8M · 0.16%
Hanwha Aerospace USA LLC CT$55.1M · 0.17%
Doncasters, Inc. CT$54.6M · 0.20%
The Eastern Company CT$54.6M · 0.19%
Suominen US Holding, Inc. CT$50.7M · 0.14%

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Source: U.S. Department of Labor, Form 5500 series, EIN 591027282 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.