What public Form 5500 filings show about the Breakthru Beverage Group, LLC 401(k) plan — and how to find and check your own account.
Breakthru Beverage Group, LLC (EIN 35-2545107) reports BREAKTHRU BEVERAGE GROUP 40 L(K) PLAN on its most recent Form 5500, with $812.9M in plan assets across 8,515 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Breakthru Beverage Group, LLC filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Fidelity, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Breakthru Beverage Group, LLC 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): ELLIN & TUCKER, SMITH AND DOWNEY P A, CAPTRUST, CAPFINANCIAL PARTNERS, STRATEGIC ADVISORS.
