Bacardi retirement plan: assets, participants and fees
What Bacardi's retirement plan plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Bppr- Popular Fiduciary Services | Schedule C ↗ |
| Independent auditor | Crowe LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Profit-sharing · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 8,908 defined-contribution plans in manufacturing with 100 to 499 participants.
| Bacardi: employer contribution per participant | $4,143 | |
| Peer median | $1,847 |
| Bacardi: average balance | $139,719 | |
| Peer median | $65,512 |
| Bacardi: admin expenses ÷ assets | 0.07% | |
| Peer median | 0.32% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $21.2M at the end of plan year 2021 to $23.9M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 195 | $23.9M | $708K | $4,143 | 0.07% | Not published | Form 5500 ↗ |
| 2023 | 167 | $20.4M | $733K | $4,444 | 0.28% | Not published | Form 5500 ↗ |
| 2022 | 161 | $17.6M | $614K | $3,864 | <0.01% | Not published | Form 5500 ↗ |
| 2021 | 154 | $21.2M | $467K | $3,050 | 0.02% | Not published | Form 5500 ↗ |
Other Bacardi plans (3)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Bacardi Corp Defined Contribution Union Employees Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Plan type and status | Profit-sharing · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Form 5500-SF ↗ |
Bacardi Corp. Defined Contribution Union Employees Plan As of May 1st, 2006
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Plan type and status | Profit-sharing · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Form 5500-SF ↗ |
Retirement Plan for Employees of Bacardi Corporation
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Independent auditor | Crowe LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Active | Form 5500 ↗ |
Common questions
Does Bacardi match 401(k) contributions?
The match terms for the Bacardi Corp. Defined Contributions Administrative Employees Plan As of October 1st, 2004 have not been published from its filing yet. The plan year 2024 filing reports $708K in employer contributions, about $4,143 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Bacardi 401(k) match vested?
The vesting schedule for the Bacardi Corp. Defined Contributions Administrative Employees Plan As of October 1st, 2004 is not in the data published so far. Your Summary Plan Description states it.
Who manages the Bacardi 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Bppr- Popular Fiduciary Services. The plan administrator is Bacardi Corporation.
I left Bacardi. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Bacardi Corporation, (787) 788-1500) or the recordkeeper, Bppr- Popular Fiduciary Services. The Bacardi old 401(k) page lists the contacts from every plan filing. Find an old Bacardi 401(k)
Data from the public Form 5500 annual reports Bacardi filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Bacardi. Not financial advice. Report a correction · Methodology