How big is Amoskeag Beverages, LLC's plan?

Amoskeag Beverages, LLC's plan reported $22.0M in assets and 233 participants for 2024.

Original filing (PDF)20250922071417NAL0011766450001

Amoskeag Beverages, LLC

Name: Amoskeag Beverages, LLC — Amoskeag Beverages, LLC, Form 5500 (2024)
Creator: Amoskeag Beverages, LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Amoskeag Beverages, LLC 401(k) Plan

401(k) retirement plan · Amoskeag Beverages, LLC's Amoskeag Beverages, LLC 401(k) Plan held $22.0M in plan assets for 233 participants in 2024, with Transamerica as recordkeeper.

Active participants

233

Accounts w/ balance

268

Plan assets (EOY)

$22.0M

Net assets (EOY)

$22.0M

People on this filing

Joe Randlett signed Amoskeag Beverages, LLC's 2024 Form 5500 as plan administrator.

Joe Randlett — 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

Amoskeag Beverages, LLC's EIN is 26-3769103.

EIN 26-3769103

Plan number 001

Plan year 2024

ACK ID 20250922071417NAL0011766450001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Amoskeag Beverages, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for AMOSKEAG BEVERAGES, LLC.

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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

100

Total plan cost

Plan health

Vendor & structure

100

Plan sponsor

Name

AMOSKEAG BEVERAGES, LLC

EIN

all filings

Address

510 HALL STREET · BOW, NH · 03304

Phone

(781) 804-4546

Industry

Wholesale Trade

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-22

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

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
TRANSAMERICA RETIREMENT SOLUTIONS	13-3689044	—	RECORDKEEPER	$58K	—

Broker

Name	EIN	Location	Relation	Direct comp	Indirect comp
MML INVESTORS SERVICES, LLC	04-1590850	—	BROKER	$30K	—

Investments

32 direct securities· $22.0M(100% of reported assets)

Mutual Funds

$19.5M

24 holdings

Common Collective Trusts

$1.3M

2 holdings

Common Stocks

$573K

4 holdings

Bonds / Notes

$563K

1 holding

Cash / Money Market

$11K

1 holding

					% of plan
American Funds Distributors, Inc. American Funds Target Date Ret 2035 N/R	Mutual Funds	—	—	$5.1M	23.3%
American Funds Distributors, Inc. American Funds Target Date Ret 2030 N/R	Mutual Funds	—	—	$3.2M	14.6%
American Funds Distributors, Inc. American Funds Target Date Ret 2045 N/R	Mutual Funds	—	—	$2.8M	12.7%
American Funds Distributors, Inc. American Funds Target Date Ret 2025 N/R	Mutual Funds	—	—	$2.1M	9.7%
The Vanguard Group, Inc. Vanguard 500 Index N/R	Common Collective Trusts	—	—	$1.2M	5.7%
American Funds Distributors, Inc. American Funds Target Date Ret 2050 N/R	Mutual Funds	—	—	$1.2M	5.4%
American Funds Distributors, Inc. American Funds Target Date Ret 2055 N/R	Mutual Funds	—	—	$1.1M	5.1%
American Funds Distributors, Inc. American Funds Target Date Ret 2040 N/R	Mutual Funds	—	—	$872K	4.0%
Company/General Account * Participant Loans Interest rates: 4.25% - 9.50% $0	Bonds / Notes	—	—	$563K	2.6%
American Funds Distributors, Inc. American Funds Target Date Ret 2060 N/R	Mutual Funds	—	—	$519K	2.4%
The Vanguard Group, Inc. Vanguard Windsor II Fund N/R	Mutual Funds	—	—	$387K	1.8%
Dodge & Cox Dodge & Cox Income N/R	Mutual Funds	—	—	$322K	1.5%
General Insurance Funds * Transamerica Life Ins. Co. Transamerica Life Insurance N/R	Common Stocks	—	—	$302K	1.4%
The Vanguard Group, Inc. Vanguard Growth Index Adm N/R	Mutual Funds	—	—	$301K	1.4%
American Funds Distributors, Inc. American Funds Target Date Ret 2020 N/R	Mutual Funds	—	—	$279K	1.3%
Fidelity Investments Fidelity International Index N/R	Mutual Funds	—	—	$267K	1.2%
American Funds Distributors, Inc. American Funds Target Date Ret 2065 N/R	Mutual Funds	—	—	$173K	0.8%
American Funds Distributors, Inc. American Funds International Vntg R6 N/R	Mutual Funds	—	—	$162K	0.7%
The Vanguard Group, Inc. Vanguard Small Cap Index N/R	Mutual Funds	—	—	$154K	0.7%
State Street Corporation State Street Aggregate - Bond Index K N/R	Common Stocks	—	—	$150K	0.7%
Fidelity Investments Fidelity Mid Cap Growth Index	Mutual Funds	—	—	$125K	0.6%
The Vanguard Group, Inc. Vanguard Small Cap Value Index N/R	Mutual Funds	—	—	$109K	0.5%
American Funds Distributors, Inc. American Funds American Balanced N/R	Mutual Funds	—	—	$88K	0.4%
The Vanguard Group, Inc. Vanguard Small Cap Growth N/R	Mutual Funds	—	—	$77K	0.3%
Federated Investors Inc. Federated High Yield SS N/R	Common Stocks	—	—	$76K	0.3%
The Vanguard Group, Inc. Vanguard Mid Cap Index Fund N/R	Common Collective Trusts	—	—	$67K	0.3%
The Vanguard Group, Inc. Vanguard Selected Value N/R	Mutual Funds	—	—	$58K	0.3%
Cohen & Steers, Inc. Cohen & Steers Realty Shares N/R	Common Stocks	—	—	$45K	0.2%
The Vanguard Group, Inc. Vanguard International Value N/R	Mutual Funds	—	—	$31K	0.1%
American Funds Distributors, Inc. American Funds New World N/R	Mutual Funds	—	—	$27K	0.1%
Transamerica Trust Company Cash Reserve Account	Cash / Money Market	—	—	$11K	<0.1%
The Vanguard Group, Inc. Vanguard Real Estate Index Admiral N/R	Mutual Funds	—	—	$11K	<0.1%