Plan Ledger DOL Form 5500 · updated monthly

Tampico Beverages Inc.401(k)

TAMPICO BEVERAGES INC. PROFIT SHARING SAVINGS PLAN · CHICAGO, IL · plan year 2024

Reported admin expense ratio · 2024
0.67%

Tampico Beverages Inc. reported $25,662 in plan administrative expenses for 2024: 0.67% of average plan assets, above the peer median. 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 rose from 0.63% to 0.67%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in Illinois (3,110th of 3,702), and 11,816th of 13,661 in manufacturing.

Plan summary
Net assets, end of year$3,852,861
Participants with balances118
Active participants138
Employer contributions—
Employee contributions$313,244
Employer contribution per active participant—
Average account balance$32,651
Benefits paid to participants$662,562
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$3.9M · 118 accts
2023$3.8M · 118 accts
2022$3.3M · 110 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$25,662
Total administrative$25,662
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 · 20242
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$25,180
PLEXUS FINANCIAL SERVICES LLC · Investment advisory (plan)indirect comp

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$25,662 · 0.67%
2023$22,866 · 0.65%
2022$23,432 · 0.63%
Same employer
Similar plansManufacturing · Illinois
Pfg-St. Louis, LLC IL$3.9M · 0.80%
Rack Builders, Inc. IL$3.9M · 1.22%
Feralloy Corporation IL$3.8M · 0.12%

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Source: U.S. Department of Labor, Form 5500 series, EIN 363676374 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.