How big is Peerless Beverage Co.'s plan?

Peerless Beverage Co.'s plan reported $15.8M in assets and 137 participants for 2024.

Original filing (PDF)20251014073311NAL0001077715001

Peerless Beverage Co.

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

Form 5500

FILING_RECEIVED

Peerless Transport 401(k) Plan

401(k) retirement plan · Peerless Beverage Co.'s Peerless Transport 401(k) Plan held $15.8M in plan assets for 137 participants in 2024, with Ascensus as recordkeeper.

Signals · 2

Corrective distributions issuedSelf-directed brokerage offered

Active participants

137

Accounts w/ balance

133

Plan assets (EOY)

$15.8M

Net assets (EOY)

$15.8M

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 003

Plan year 2024

ACK ID 20251014073311NAL0001077715001

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

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How this plan invests

This plan

31 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

Corrective distributions issued (likely failed ADP/ACP testing).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (25th 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

003

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	$17K	—

Investment manager

Name	EIN	Location	Relation	Direct comp	Indirect comp
WELLS FARGO ADVISORS	23-2384840	—	NONE	$21K	—

Investments

31 direct securities· $12.5M(79% of reported assets)

Mutual Funds

$6.7M

14 holdings

Other securities

$4.7M

13 holdings

Bonds / Notes

$784K

1 holding

Self-Directed Brokerage

$198K

1 holding

Common Stocks

$31K

1 holding

Common Collective Trusts

$27K

1 holding

					% of plan
American Funds Fundamental Inv R3 Mutual Funds	Mutual Funds	—	—	$2.8M	17.6%
PIMCO Government Money Market A Money Market Funds	Mutual Funds	—	—	$2.4M	15.1%
Eaton Vance Large Cap Value A Mutual Funds	Other securities	—	—	$1.3M	8.1%
Baron Small Cap Fund Mutual Funds	Other securities	—	—	$911K	5.8%
Participants Participant Loans Rates from 4.25% to 9.50% -	Bonds / Notes	—	—	$784K	5.0%
Loomis Sayles Invmt Grade Bond A Mutual Funds	Other securities	—	—	$780K	4.9%
Macquarie Mid Cap Growth Y Mutual Funds	Other securities	—	—	$693K	4.4%
Virtus Mid-Cap Growth A Mutual Funds	Other securities	—	—	$570K	3.6%
American Funds EuroPacific Gr R3 Mutual Funds	Mutual Funds	—	—	$552K	3.5%
Invesco International Bond A Mutual Funds	Mutual Funds	—	—	$395K	2.5%
MFS Moderate Allocation A Mutual Funds	Mutual Funds	—	—	$282K	1.8%
WF Self-Directed Brokerage Accounts Self-Directed Brokerage Accounts	Self-Directed Brokerage	—	—	$198K	1.3%
NYLI MacKay Strategic Bond I Mutual Funds	Other securities	—	—	$166K	1.0%
Columbia Global Technology Growth A Mutual Funds	Other securities	—	—	$131K	0.8%
Invesco Comstock A Mutual Funds	Mutual Funds	—	—	$106K	0.7%
T. Rowe Price U.S. Large-Cap Core Inv Mutual Funds	Other securities	—	—	$84K	0.5%
Columbia Select Mid Cap Value A Mutual Funds	Other securities	—	—	$79K	0.5%
MFS Conservative Allocation A Mutual Funds	Mutual Funds	—	—	$48K	0.3%
Invesco Global A Mutual Funds	Mutual Funds	—	—	$44K	0.3%
Nuveen Small Cap Value Fund A Mutual Funds	Mutual Funds	—	—	$41K	0.3%
PGIM Total Return Bond CL A Mutual Funds	Common Stocks	—	—	$31K	0.2%
American Funds American Balanced R3 Mutual Funds	Mutual Funds	—	—	$30K	0.2%
iShares S&P 500 Index Inv A Mutual Funds	Common Collective Trusts	—	—	$27K	0.2%
MFS Growth Allocation A Mutual Funds	Mutual Funds	—	—	$21K	0.1%
Eaton Vance Atlanta Capital SMID-Cap A Mutual Funds	Other securities	—	—	$18K	0.1%
Cohen & Steers Realty Shares Fund Mutual Funds	Other securities	—	—	$16K	<0.1%
Fidelity Mid Cap Index Mutual Funds	Mutual Funds	—	—	$15K	<0.1%
Eaton Vance Worldwide Health Sciences A Mutual Funds	Other securities	—	—	$7K	<0.1%
Columbia Overseas Value A Mutual Funds	Other securities	—	—	$3K	<0.1%
American Funds Trgt Date Ret 2065 R6 Mutual Funds	Mutual Funds	—	—	$3K	<0.1%
American Funds Trgt Date Ret 2030 R6 Mutual Funds 198 American Funds Trgt Date Ret 2035 R6 Mutual Funds 198 American Funds Trgt Date Ret 2040 R6 Mutual Funds	Mutual Funds	—	—	$3K	<0.1%