Suntory Global Spirits 401(k) match, vesting and fees
What Suntory Global 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 | Fidelity Investments Institutional | 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 159 defined-contribution plans in management of companies and enterprises with 1,000 to 4,999 participants.
| Suntory Global Spirits: employer contribution per participant | $6,624 | |
| Peer median | $2,554 |
| Suntory Global Spirits: average balance | $220,384 | |
| Peer median | $101,397 |
| Suntory Global Spirits: admin expenses ÷ assets | 0.02% | |
| 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 $559M at the end of plan year 2021 to $631M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 2,902 | $631M | $19M | $6,624 | 0.02% | Not published | Form 5500 ↗ |
| 2023 | 2,986 | $577M | $31.1M | $10,565 | 0.03% | Not published | Form 5500 ↗ |
| 2022 | 2,883 | $476M | $28.7M | $10,242 | 0.03% | Not published | Form 5500 ↗ |
| 2021 | 2,659 | $559M | $23.5M | $8,989 | 0.04% | Not published | Form 5500 ↗ |
Common questions
Does Suntory Global Spirits match 401(k) contributions?
The match terms for the Suntory Global Spirits Retirement Savings Plan have not been published from its filing yet. The plan year 2024 filing reports $19M in employer contributions, about $6,624 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Suntory Global Spirits 401(k) match vested?
The vesting schedule for the Suntory Global Spirits Retirement Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Suntory Global Spirits 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Investments Institutional. The plan administrator is Suntory Global Spirits, Inc..
I left Suntory Global Spirits. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Suntory Global Spirits, Inc., (201) 312-3656) or the recordkeeper, Fidelity Investments Institutional. The Suntory Global Spirits old 401(k) page lists the contacts from every plan filing. Find an old Suntory Global Spirits 401(k)
Data from the public Form 5500 annual reports Suntory Global Spirits 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 Suntory Global Spirits. Not financial advice. Report a correction · Methodology