How big is Peerless Beverage Co.'s plan?

Peerless Beverage Co.'s plan reported $40.9M in assets and 125 participants for 2024.

Original filing (PDF)20251014073221NAL0004952722001

Peerless Beverage Co.

Name: Peerless Beverage Co. — Peerless Beverage Company, Form 5500 (2024)
Creator: Peerless Beverage Co.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Peerless Beverage Company 401(k) Profit Sharing Plan

401(k) retirement plan · Peerless Beverage Co.'s Peerless Beverage Company 401(k) Profit Sharing Plan held $40.9M in plan assets for 125 participants in 2024, with Ascensus as recordkeeper.

Signals · 3

60% in single holdingHigh average account balanceSelf-directed brokerage offered

Active participants

125

Accounts w/ balance

132

Plan assets (EOY)

$40.9M

Net assets (EOY)

$40.9M

People on this filing

Nancy Cronrath signed Peerless Beverage Co.'s 2024 Form 5500 as plan administrator.

Nancy Cronrath — 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

Peerless Beverage Co.'s EIN is 22-1429984.

EIN 22-1429984

Plan number 002

Plan year 2024

ACK ID 20251014073221NAL0004952722001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Peerless Beverage Co.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

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

Finding similar companies…

How this plan invests

This plan

34 securities

funds · stocks · CUSIPs

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

Plan health score

Top-tier plan health

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

100

Total plan cost

Plan health

Vendor & structure

100

Helping the score

High average account balance (99th percentile).

Plan sponsor

Name

PEERLESS BEVERAGE CO.

EIN

all filings

Address

1000 FLORAL AVENUE NORTH · UNION, NJ · 070837759

Phone

(908) 351-0101

Industry

Wholesale Trade

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-14

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
ASCENSUS LLC	11-3665754	—	NONE	$0	—

Investment manager

Name	EIN	Location	Relation	Direct comp	Indirect comp
WELLS FARGO ADVISORS	23-2384840	—	NONE	$0	—

Investments

34 direct securities· $37.6M(92% of reported assets)

Self-Directed Brokerage

$22.6M

1 holding

Mutual Funds

$8.6M

14 holdings

Other securities

$5.0M

15 holdings

Common Collective Trusts

$866K

1 holding

Bonds / Notes

$542K

1 holding

Common Stocks

$22K

2 holdings

					% of plan
WF Self-Directed Brokerage Accounts Self-Directed Brokerage Accounts	Self-Directed Brokerage	—	—	$22.6M	55.1%
PIMCO Government Money Market A Money Market Funds	Mutual Funds	—	—	$3.9M	9.4%
Invesco Cornstock A Mutual Funds	Mutual Funds	—	—	$1.8M	4.4%
Macquarie Mid Cap Growth Y Mutual Funds	Other securities	—	—	$1.1M	2.7%
American Funds EuroPacific Gr R3 Mutual Funds	Mutual Funds	—	—	$1.0M	2.5%
iShares S&P 500 Index Inv A Mutual Funds	Common Collective Trusts	—	—	$866K	2.1%
Virtus Mid-Cap Growth A Mutual Funds	Other securities	—	—	$828K	2.0%
Baron Small Cap Fund Mutual Funds	Other securities	—	—	$805K	2.0%
Invesco Global A Mutual Funds	Mutual Funds	—	—	$675K	1.6%
Participants Participant Loans Rates from 3.25% to 8.50% -	Bonds / Notes	—	—	$542K	1.3%
American Funds Fundamental Inv R3 Mutual Funds	Mutual Funds	—	—	$418K	1.0%
Columbia Global Technology Growth A Mutual Funds	Other securities	—	—	$414K	1.0%
Eaton Vance Atlanta Capital SMID-Cap A Mutual Funds	Other securities	—	—	$411K	1.0%
Eaton Vance Large Cap Value A Mutual Funds	Other securities	—	—	$406K	1.0%
Nuveen Small Cap Value Fund A Mutual Funds	Mutual Funds	—	—	$314K	0.8%
Eaton Vance Worldwide Health Sciences A Mutual Funds	Other securities	—	—	$312K	0.8%
Columbia Select Mid Cap Value A Mutual Funds	Other securities	—	—	$303K	0.7%
NYLI MacKay Strategic Bond I Mutual Funds	Other securities	—	—	$277K	0.7%
MFS Moderate Allocation A Mutual Funds	Mutual Funds	—	—	$115K	0.3%
Invesco International Bond A Mutual Funds	Mutual Funds	—	—	$115K	0.3%
MFS Growth Allocation A Mutual Funds	Mutual Funds	—	—	$111K	0.3%
American Funds American Balanced R3 Mutual Funds	Mutual Funds	—	—	$60K	0.1%
Fidelity Mid Cap Index Mutual Funds	Mutual Funds	—	—	$56K	0.1%
Allspring Real Return A Mutual Funds	Other securities	—	—	$43K	0.1%
Cohen & Steers Realty Shares Fund Mutual Funds	Other securities	—	—	$32K	<0.1%
T. Rowe Price U.S. Large-Cap Core Inv Mutual Funds	Other securities	—	—	$24K	<0.1%
American Funds Trgt Date Ret 2065 R6 Mutual Funds	Mutual Funds	—	—	$19K	<0.1%
Columbia Overseas Value A Mutual Funds	Other securities	—	—	$17K	<0.1%
PGIM Total Return Bond CL A Mutual Funds	Common Stocks	—	—	$16K	<0.1%
NYLI MacKay High Yield Corporate Bond R6 Mutual Funds	Other securities	—	—	$15K	<0.1%
American Funds Trgt Date Ret 2050 R6 Mutual Funds	Mutual Funds	—	—	$12K	<0.1%
Loomis Sayles Invmt Grade Bond A Mutual Funds	Other securities	—	—	$12K	<0.1%
MFS Conservative Allocation A Mutual Funds	Mutual Funds	—	—	$7K	<0.1%
Loomis Sayles Ltd Term Govt & Agency Y Mutual Funds	Common Stocks	—	—	$6K	<0.1%