Plan Ledger DOL Form 5500 · updated monthly

Superior Beverage Group, LTD.401(k)

SUPERIOR BEVERAGE GROUP 401(K) RETIREMENT SAVINGS PLAN · LEWIS CENTER, OH · plan year 2024

Reported admin expense ratio · 2024
0.01%

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

Superior Beverage Group, LTD. reported $5,460 in plan administrative expenses for 2024: 0.01% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,443 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 0.012%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other wholesale trade employers. By assets it is the 658th-largest of 3,295 plans among Ohio employers on file, and the 830th of 4,246 in wholesale trade. In 2024, employees put in $2.63 for every $1.00 the employer contributed; active participation has grown from 473 to 549 since 2022.

Plan summary
Net assets, end of year$49,821,901
Participants with balances564
Active participants549
Employer contributions$792,079
Employee contributions$2,086,515
Employer contribution per active participant$1,443
Average account balance$88,337
Benefits paid to participants$2,830,053
Plan auditUnmodified (clean) audit opinion
AuditorPACKER THOMAS & COMPANY
Plan history3
Yearassets · accounts · employer contribution
2024$49.8M · 564 accts · $792K emplr
2023$43.2M · 524 accts · $723K emplr
2022$36.5M · 459 accts · $648K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$5,460
Total administrative$5,460
The Superior Beverage Group, LTD. 401(k) match · 2024
Employer contribution per active participant$1,443
Median for plans this size$2,416
2024$1,443 per active participant
2023$1,374 per active participant
2022$1,369 per active participant

Superior Beverage Group, LTD.'s 2024 employer contribution ran below the $2,416 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 · 20241
NEWPORT GROUP, INC. · Claims processing · Recordkeeping$5,460

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

Recordkeeper by year2
2024Newport (Ascensus)
2023Newport (Ascensus)

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

Administrative cost history3
2024$5,460 · 0.01%
2023$6,242 · 0.02%
2022$4,669 · 0.01%
Same employer
Similar plansWholesale Trade · Ohio
Soprema, Inc. OH$54.2M · 0.10%
Setex, Inc. OH$52.5M · 0.17%
St International, Inc. OH$48.5M · 0.20%
Towlift, Inc. OH$46.9M · 0.32%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 341447065 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.