Sazerac 401(k) match, vesting and fees
What Sazerac'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 | Transamerica Retirement Solutions | Schedule C ↗ |
| Independent auditor | Crowe LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2024 medians for 1,619 defined-contribution plans in manufacturing with 1,000 to 4,999 participants.
| Sazerac: employer contribution per participant | $1,805 | |
| Peer median | $2,413 |
| Sazerac: average balance | $41,598 | |
| Peer median | $86,456 |
| Sazerac: admin expenses ÷ assets | 0.16% | |
| Peer median | 0.12% |
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 $106M at the end of plan year 2021 to $167M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 4,007 | $167M | $7.2M | $1,805 | 0.16% | Not published | Form 5500 ↗ |
| 2023 | 4,038 | $133M | $7.2M | $1,788 | 0.20% | Not published | Form 5500 ↗ |
| 2022 | 2,938 | $95.5M | $4.3M | $1,476 | 0.12% | Not published | Form 5500 ↗ |
| 2021 | 2,000 | $106M | $3.5M | $1,782 | 0.09% | Not published | Form 5500 ↗ |
Other Sazerac plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Sazerac Company, Inc. 401(k) Plan for Union Employees
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 | Transamerica Retirement Solutions | Schedule C ↗ |
| Independent auditor | Crowe, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
Common questions
Does Sazerac match 401(k) contributions?
The match terms for the Sazerac Company, Inc. 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $7.2M in employer contributions, about $1,805 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Sazerac 401(k) match vested?
The vesting schedule for the Sazerac Company, Inc. 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Sazerac 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Transamerica Retirement Solutions. The plan administrator is Sazerac Company, Inc..
I left Sazerac. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Sazerac Company, Inc., (502) 696-5932) or the recordkeeper, Transamerica Retirement Solutions. The Sazerac old 401(k) page lists the contacts from every plan filing. Find an old Sazerac 401(k)
Data from the public Form 5500 annual reports Sazerac 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 Sazerac. Not financial advice. Report a correction · Methodology