Beverage Marketing USA, Incorpor 401(k) match, vesting and fees
What Beverage Marketing USA, Incorpor's 401(k) 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 | UBS Financial Services, Inc. | Schedule C ↗ |
| Independent auditor | Sacco Cpa PLLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 1,612 defined-contribution plans in manufacturing with 500 to 999 participants.
| Beverage Marketing USA, Incorpor: employer contribution per participant | $2,536 | |
| Peer median | $2,038 |
| Beverage Marketing USA, Incorpor: average balance | $106,378 | |
| Peer median | $72,907 |
| Beverage Marketing USA, Incorpor: admin expenses ÷ assets | 0.48% | |
| Peer median | 0.20% |
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 $76.8M at the end of plan year 2021 to $93M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 1,530 | $93M | $2.2M | $2,536 | 0.48% | Not published | Form 5500 ↗ |
| 2023 | 820 | $74.6M | $1.7M | $3,065 | 0.04% | Not published | Form 5500 ↗ |
| 2022 | 821 | $66.3M | $1.7M | $3,077 | 0.03% | Not published | Form 5500 ↗ |
| 2021 | 835 | $76.8M | $1.7M | $3,094 | 0.03% | Not published | Form 5500 ↗ |
Common questions
Does Beverage Marketing USA, Incorpor match 401(k) contributions?
The match terms for the Arizona Iced Tea 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $2.2M in employer contributions, about $2,536 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Beverage Marketing USA, Incorpor 401(k) match vested?
The vesting schedule for the Arizona Iced Tea 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Beverage Marketing USA, Incorpor 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is UBS Financial Services, Inc.. The plan administrator is Beverage Marketing USA, Incorpor.
I left Beverage Marketing USA, Incorpor. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Beverage Marketing USA, Incorpor, (516) 812-0284) or the recordkeeper, UBS Financial Services, Inc.. The Beverage Marketing USA, Incorpor old 401(k) page lists the contacts from every plan filing. Find an old Beverage Marketing USA, Incorpor 401(k)
Data from the public Form 5500 annual reports Beverage Marketing USA, Incorpor 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 Beverage Marketing USA, Incorpor. Not financial advice. Report a correction · Methodology