Back to filter
Original filing (PDF)20250331142018NAL0005584529001
ARTISAN BREWERS, LLC
Form 5500-SF
FILING_RECEIVED
ARTISAN BREWERS, LLC 401(K) PLAN
401(k) retirement plan
Active participants
118
Accounts w/ balance
66
Plan assets (EOY)
$3.4M
Net assets (EOY)
$3.4M
Plan health score (directional)
83
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
90
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
80
Knocking points off
- No IQPA named; plan is in the 80-120 transition zone — may be filing as small.
- 56% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ARTISAN BREWERS, LLC.
Plan sponsor
Name
ARTISAN BREWERS, LLC
EIN
26-3411758
Address
1933 DAVIS STREET BLD 177 · SAN LEANDRO, CA · 94577
Phone
(510) 568-2739
Industry
Retail Tradesee all
Plan administrator
Name
ADMINISTRATIVE GROUP, LLC DBA TAG RESOURCES
EIN
42-1484983
City
KNOXVILLE, TN
Phone
(865) 670-1844
Plan characteristics
Plan number
101
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-03-31
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Retail Trade plans
GULF COAST RUBBER AND GASKET, L.L.C.
GULF COAST RUBBER AND GASKET, LLC 401(K) PLAN AND TRUST
$3.4M · 10 participants
JAMI VENTURES, INC.
JAMI VENTURES, INC. 401(K) PROFIT SHARING PLAN
$3.4M · 3 participants
SOFT PRETZEL FRANCHISE SYSTEMS, INC.
SOFT PRETZEL FRANCHISE SYSTEMS, INC. 401K PLAN
$3.4M · 68 participants
CUTLERY AND MORE, LLC
CUTLERY AND MORE, LLC 401K PLAN
$3.5M · 24 participants
MATERIAL HANDLING, INC.
MATERIAL HANDLING, INC. 401(K) PLAN
$3.4M · 141 participants
DIPTYQUE DISTRIBUTION LLC
DIPTYQUE DISTRIBUTION LLC 401(K) PROFIT SHARING PLAN AND T
$3.5M · 199 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B