Breakthru Beverage Group 401(k) match, vesting and fees
What Breakthru Beverage Group'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 | Fidelity Investments Institutional | Schedule C ↗ |
| Independent auditor | Ellin & Tucker, Chartered (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 56 defined-contribution plans in wholesale trade with 5,000 to 9,999 participants.
| Breakthru Beverage Group: employer contribution per participant | $1,817 | |
| Peer median | $2,404 |
| Breakthru Beverage Group: average balance | $129,257 | |
| Peer median | $85,831 |
| Breakthru Beverage Group: admin expenses ÷ assets | 0.11% | |
| Peer median | 0.10% |
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 $617M at the end of plan year 2021 to $769M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 9,327 | $769M | $10.8M | $1,817 | 0.11% | Not published | Form 5500 ↗ |
| 2023 | 7,635 | $609M | $9.7M | $1,800 | 0.12% | Not published | Form 5500 ↗ |
| 2022 | 6,818 | $504M | $8.8M | $1,763 | 0.12% | Not published | Form 5500 ↗ |
| 2021 | 6,464 | $617M | $8.9M | $1,761 | 0.09% | Not published | Form 5500 ↗ |
Other Breakthru Beverage Group plans (3)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Breakthru Beverage Locals 14, 26, 533, 710 401(k) Profit Sharing 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.
| Recordkeeper | Fidelity Investments Institutional | Schedule C ↗ |
| Independent auditor | Ellin & Tucker, Chartered (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
Breakthru Beverage Minnesota Beer, LLC Local 792 401(k) Profit Sharing 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.
| Recordkeeper | Fidelity Investments Institutional | Schedule C ↗ |
| Independent auditor | Ellin & Tucker, Chartered (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
Reliable Churchill Local 570 401(k) 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 | 401(k) · Active | Form 5500 ↗ |
Common questions
Does Breakthru Beverage Group match 401(k) contributions?
The match terms for the Breakthru Beverage Group 40 L(K) Plan have not been published from its filing yet. The plan year 2024 filing reports $10.8M in employer contributions, about $1,817 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Breakthru Beverage Group 401(k) match vested?
The vesting schedule for the Breakthru Beverage Group 40 L(K) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Breakthru Beverage Group 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Investments Institutional. The plan administrator is Breakthru Beverage Group, LLC.
I left Breakthru Beverage Group. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Breakthru Beverage Group, LLC, (212) 699-7000) or the recordkeeper, Fidelity Investments Institutional. The Breakthru Beverage Group old 401(k) page lists the contacts from every plan filing. Find an old Breakthru Beverage Group 401(k)
Data from the public Form 5500 annual reports Breakthru Beverage Group 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 Breakthru Beverage Group. Not financial advice. Report a correction · Methodology