Southern Glazer's Wine and Spirits 401(k) match, vesting and fees
What Southern Glazer's Wine and Spirits' 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 | Schwab Retirement Plan Services Inc | Schedule C ↗ |
| Independent auditor | Grant Thornton,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 43 defined-contribution plans in wholesale trade with 10,000 to 49,999 participants.
| Southern Glazer's Wine and Spirits: employer contribution per participant | $2,266 | |
| Peer median | $2,266 |
| Southern Glazer's Wine and Spirits: average balance | $104,576 | |
| Peer median | $90,687 |
| Southern Glazer's Wine and Spirits: admin expenses ÷ assets | 0.07% | |
| Peer median | 0.07% |
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 $1.9B at the end of plan year 2023 to $2.1B at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 22,224 | $2.1B | $44.9M | $2,266 | 0.07% | Not published | Form 5500 ↗ |
| 2023 | 22,589 | $1.9B | $43.7M | $2,249 | 0.07% | Not published | Form 5500 ↗ |
Other Southern Glazer's Wine and Spirits plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Southern Glazer'S Union 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.
| Recordkeeper | Schwab Retirement Plan Services Inc | Schedule C ↗ |
| Independent auditor | Grant Thornton,llp (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
Common questions
Does Southern Glazer's Wine and Spirits match 401(k) contributions?
The match terms for the Southern Glazer'S 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $44.9M in employer contributions, about $2,266 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Southern Glazer's Wine and Spirits 401(k) match vested?
The vesting schedule for the Southern Glazer'S 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Southern Glazer's Wine and Spirits 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Schwab Retirement Plan Services Inc. The plan administrator is Southern Glazer'S Wine and Spirits, LLC.
I left Southern Glazer's Wine and Spirits. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Southern Glazer'S Wine and Spirits, LLC, (305) 627-4171) or the recordkeeper, Schwab Retirement Plan Services Inc. The Southern Glazer's Wine and Spirits old 401(k) page lists the contacts from every plan filing. Find an old Southern Glazer's Wine and Spirits 401(k)
Data from the public Form 5500 annual reports Southern Glazer's Wine and Spirits filed with the U.S. Department of Labor (plan years 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 Southern Glazer's Wine and Spirits. Not financial advice. Report a correction · Methodology