Capitol Beverage Sales 401(k) match, vesting and fees
What Capitol Beverage Sales' 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 | Stancorp Financial Group | Schedule C ↗ |
| Independent auditor | Baker Tilly US, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 3,074 defined-contribution plans in wholesale trade with 100 to 499 participants.
| Capitol Beverage Sales: employer contribution per participant | $2,715 | |
| Peer median | $1,988 |
| Capitol Beverage Sales: average balance | $133,198 | |
| Peer median | $75,431 |
| Capitol Beverage Sales: admin expenses ÷ assets | 0.21% | |
| Peer median | 0.31% |
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 $17.1M at the end of plan year 2021 to $17.7M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 144 | $17.7M | $361K | $2,715 | 0.21% | Not published | Form 5500 ↗ |
| 2023 | 159 | $16.3M | $358K | $2,674 | 0.20% | Not published | Form 5500 ↗ |
| 2022 | 159 | $13.6M | $348K | $2,506 | 0.20% | Not published | 5500-SF ↗ |
| 2021 | 139 | $17.1M | $341K | $2,682 | 0.08% | Not published | 5500-SF ↗ |
Other Capitol Beverage Sales plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Capitol Beverage Sales Employee 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 Capitol Beverage Sales match 401(k) contributions?
The match terms for the Capitol Beverage Sales Incentive 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $361K in employer contributions, about $2,715 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Capitol Beverage Sales 401(k) match vested?
The vesting schedule for the Capitol Beverage Sales Incentive 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Capitol Beverage Sales 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Stancorp Financial Group. The plan administrator is Capitol Beverage Sales, L.P..
I left Capitol Beverage Sales. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Capitol Beverage Sales, L.P., (763) 463-2000) or the recordkeeper, Stancorp Financial Group. The Capitol Beverage Sales old 401(k) page lists the contacts from every plan filing. Find an old Capitol Beverage Sales 401(k)
Data from the public Form 5500 annual reports Capitol Beverage Sales filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) 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 Capitol Beverage Sales. Not financial advice. Report a correction · Methodology