Michael J. Scurria signed Superior Beverage Group, Ltd.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Superior Beverage Group, Ltd.'s EIN is 34-1447065.
Download the official 2024 Form 5500 (PDF) for Superior Beverage Group, Ltd. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Superior Beverage Group, Ltd.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEWPORT GROUP, INC. | 27-2037969 | — | RECORDKEEPER | $5K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Institutional Index Fund | Common Collective Trusts | — | — | $8.7M | 17.4% | |
| T. Rowe Price Growth Stock I | Other securities | — | — | $6.0M | 12.1% | |
| MFS Value R6 | Mutual Funds | — | — | $5.8M | 11.7% | |
| American Funds 2045 Target Date | Mutual Funds | — | — | $5.3M | 10.7% | |
| MFS International Growth R6 | Mutual Funds | — | — | $3.7M | 7.4% | |
| JPMorgan Mid Cap Growth | Other securities | — | — | $3.4M | 6.8% | |
| American Century Sm Cap Value R6 | Other securities | — | — | $3.2M | 6.3% | |
| American Funds 2035 Target Date | Mutual Funds | — | — | $2.3M | 4.7% | |
| American Funds 2025 Target Date | Mutual Funds | — | — | $1.3M | 2.6% | |
| Allspring Core Bond | Other securities | — | — | $1.3M | 2.6% | |
| T. ROWE PRICE STABLE VALUE FUND A T. ROWE PRICE · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $1.1M | 2.2% | |
| American Funds 2055 Target date | Mutual Funds | — | — | $1.1M | 2.2% | |
| American Funds 2030 Target Date | Mutual Funds | — | — | $843K | 1.7% | |
| Allspring Special Mid Cap Value | Other securities | — | — | $661K | 1.3% | |
| American Funds 2060 Target date | Mutual Funds | — | — | $649K | 1.3% | |
| American Funds 2050 Target Date | Mutual Funds | — | — | $600K | 1.2% | |
| Vanguard Total Bond Market IX Admin | Mutual Funds | — | — | $571K | 1.1% | |
| American Funds 2010 Target Date | Mutual Funds | — | — | $562K | 1.1% | |
| Participant loans 0 - 5 years maturity with | Participant loans | — | — | $473K | 0.9% | |
| Vanguard Mid Cap Index Admin | Mutual Funds | — | — | $396K | 0.8% | |
| American Funds 2040 Target Date | Mutual Funds | — | — | $347K | 0.7% | |
| Vanguard Total International IX Admin | Mutual Funds | — | — | $306K | 0.6% | |
| Vanguard Small Cap Index Admin | Mutual Funds | — | — | $297K | 0.6% | |
| American Funds 2070 Target Date 647 JPMorgan Emerging Markets Equity | Mutual Funds | — | — | $236K | 0.5% | |
| American Century Sm Cap Growth R6 | Other securities | — | — | $204K | 0.4% | |
| American Funds 2065 Target Date | Mutual Funds | — | — | $155K | 0.3% | |
| Vanguard International Value | Mutual Funds | — | — | $132K | 0.3% | |
| Principal US REIT Fund Tier I | Common Stocks | — | — | $77K | 0.2% | |
| MFS Total Return Fund R6 | Mutual Funds | — | — | $49K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
