How big is High Grade Beverage's plan?

High Grade Beverage's plan reported $22.7M in assets and 340 participants for 2024.

Original filing (PDF)20251015111155NAL0002303283001

High Grade Beverage

Name: High Grade Beverage — High Grade Beverage 401(k), Form 5500 (2024)
Creator: High Grade Beverage
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

High Grade Beverage 401(k) Plan

401(k) retirement plan · High Grade Beverage's High Grade Beverage 401(k) Plan held $22.7M in plan assets for 340 participants in 2024, with Fidelity as recordkeeper.

Signals · 2

Late participant contributionsCorrective distributions issued

Active participants

340

Accounts w/ balance

291

Plan assets (EOY)

$22.7M

Net assets (EOY)

$22.7M

People on this filing

Jeffrey Epstein signed High Grade Beverage's 2024 Form 5500 as plan administrator.

Jeffrey Epstein — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

High Grade Beverage's EIN is 22-0989250.

EIN 22-0989250

Plan number 004

Plan year 2024

ACK ID 20251015111155NAL0002303283001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for High Grade Beverage from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

High Grade Beverage's plan includes a 401(k) feature, automatic enrollment, a default investment (QDIA), profit-sharing, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HIGH GRADE BEVERAGE.

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How this plan invests

This plan

32 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 86K (6% of contributions).
Corrective distributions issued (likely failed ADP/ACP testing).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (18th percentile).

Plan sponsor

Name

HIGH GRADE BEVERAGE

EIN

all filings

Address

PO BOX 7092 · NORTH BRUNSWICK, NJ · 08852

Phone

(732) 821-7600

Industry

Wholesale Trade

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

004

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-15

Pension benefit codes

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3H · Sponsor in controlled / affiliated group

3D · Pre-approved plan (master / prototype / VS)

2E · Profit-sharing

2F · ERISA section 404(c)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$7K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
STRATEGIC ADVISORS, INC.	04-2654524	—	ADVISOR	$12K	—

Investments

32 direct securities· $22.7M(100% of reported assets)

Mutual Funds

$20.3M

26 holdings

Common Collective Trusts

$1.7M

4 holdings

Other securities

$735K

2 holdings

					% of plan
Fidelity Government Money Market Portfolio	Mutual Funds	—	$0	$2.8M	12.2%
Fidelity Contra K Fund	Mutual Funds	—	$0	$2.7M	11.9%
Fidelity Freedom 2030 K6 Fund	Mutual Funds	—	$0	$1.8M	7.8%
Fidelity Growth Company K Fund	Mutual Funds	—	$0	$1.7M	7.5%
Fidelity Freedom 2025 K Fund	Mutual Funds	—	$0	$1.2M	5.5%
Pimco Total Return Fund Admin	Mutual Funds	—	$0	$1.1M	4.9%
Fidelity Freedom 2045 K Fund	Mutual Funds	—	$0	$1.0M	4.6%
Fidelity Balanced K Fund	Mutual Funds	—	$0	$1.0M	4.5%
Fidelity 500 Index Fund	Common Collective Trusts	—	$0	$974K	4.3%
Fidelity Freedom 2055 K Fund	Mutual Funds	—	$0	$971K	4.3%
Fidelity Freedom 2020 K6 Fund	Mutual Funds	—	$0	$857K	3.8%
Fidelity Freedom 2040 K Fund	Mutual Funds	—	$0	$778K	3.4%
Fidelity Freedom 2050 K Fund	Mutual Funds	—	$0	$715K	3.1%
Notes Receivable From Participants	Other securities	—	$0	$644K	2.8%
Fidelity Freedom 2060 K Fund	Mutual Funds	—	$0	$644K	2.8%
Fidelity Freedom 2035 K Fund	Mutual Funds	—	$0	$632K	2.8%
Fidelity Asset Manager 70% Fund	Mutual Funds	—	$0	$563K	2.5%
Fidelity Long-term Government Fund	Mutual Funds	—	$0	$377K	1.7%
Fidelity U.S Bond Index Fund	Common Collective Trusts	—	$0	$354K	1.6%
MFS Value R6 Fund	Mutual Funds	—	$0	$335K	1.5%
Fidelity International Discovery Fund	Mutual Funds	—	$0	$311K	1.4%
Fidelity Global Ex U.S. Index Fund	Common Collective Trusts	—	$0	$304K	1.3%
Fidelity Freedom 2010 K6 Fund	Mutual Funds	—	$0	$192K	0.8%
Fidelity Mid-Cap Stock Fund	Mutual Funds	—	$0	$125K	0.6%
Fidelity Freedom Income K6 Fund	Mutual Funds	—	$0	$115K	0.5%
MassMutual Premier Small Cap OPP I Fund	Other securities	—	$0	$91K	0.4%
Fidelity Freedom 2015 K Fund	Mutual Funds	—	$0	$79K	0.3%
Fidelity Extended Market Index Fund	Common Collective Trusts	—	$0	$73K	0.3%
Fidelity Value Fund	Mutual Funds	—	$0	$65K	0.3%
Fidelity Diversified International Fund	Mutual Funds	—	$0	$60K	0.3%
Fidelity Freedom 2065 K Fund	Mutual Funds	—	$0	$50K	0.2%
Fidelity Low Priced Fund	Mutual Funds	—	$0	$34K	0.1%