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Original filing (PDF)20250730064416NAL0004281089001
BEVERAGE DISTRIBUTORS, INC.
Form 5500-SF
FILING_RECEIVED
BEVERAGE DISTRIBUTORS REPRESENTED EMPLOYEES 401(K) PLAN AND TRUST
401(k) retirement plan
Active participants
109
Accounts w/ balance
65
Plan assets (EOY)
$2.0M
Net assets (EOY)
$2.0M
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.
- 60% 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 BEVERAGE DISTRIBUTORS, INC..
Plan sponsor
Name
BEVERAGE DISTRIBUTORS, INC.
EIN
34-0098340
Address
3800 KING AVENUE · CLEVELAND, OH · 44114
Phone
(216) 431-1600
Industry
Wholesale Tradesee all
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
2025-07-30
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
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
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