Back to filter
Original filing (PDF)20240709095400NAL0007780883001
CREATURE COMFORTS BREWING COMPANY,
Form 5500-SF
FILING_RECEIVED
CREATURE COMFORTS BREWING COMPANY, LLC 401(K) PLAN
401(k) retirement plan
Active participants
100
Accounts w/ balance
126
Plan assets (EOY)
$1.8M
Net assets (EOY)
$1.8M
Plan health score (directional)
86
/ 100
Grade A
Top-tier plan health
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
100
Knocking points off
- No IQPA named; plan is in the 80-120 transition zone — may be filing as small.
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 CREATURE COMFORTS BREWING COMPANY,.
Plan sponsor
Name
CREATURE COMFORTS BREWING COMPANY,
EIN
48-5034383
Address
271 W HANCOCK AVE · ATHENS, GA · 306012727
Phone
(706) 955-2288
Industry
Agriculture, Forestry, Fishing, Huntingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2024-07-09
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
2F · ERISA section 404(c)
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
Similar-size Agriculture, Forestry, Fishing, Hunting plans
JUST SOLUTIONS, INC.
JUST SOLUTIONS, INC. 401(K) PLAN
$1.8M · 32 participants
SYNERGY AG
SYNERGY AG 401(K) PLAN
$1.8M · 13 participants
OBRIEN FARMS, INC.
O'BRIEN FARMS, INC. 401(K) PROFIT SHARING PLAN
$1.8M · 10 participants
SOUTHWESTERN ABSTRACT & TITLE CO., INC.
SOUTHWESTERN ABSTRACT & TITLE CO. 401(K) PLAN
$1.8M · 11 participants
BLUE HERON ASSET MANAGEMENT, LLC
BLUE HERON ASSET MANAGEMENT 401(K) PLAN
$1.8M · 12 participants
JEFFREY MACHINE INC.
JEFFREY MACHINE 401(K) PLAN
$1.8M · 113 participants
Large plans in Georgia
UNITED PARCEL SERVICE OF AMERICA, INC.
UPS GROUP TRUST
$42.9B
DELTA AIR LINES, INC
THE DELTA AIR LINES, INC. DEFINED CONTRIBUTION PLA
$37.3B
UNITED PARCEL SERVICE OF AMERICA, INC.
UPS RETIREMENT PLAN
$21.2B · 39,297 participants
DELTA AIR LINES, INC.
DELTA MASTER TRUST
$20.1B
INVESCO TRUST COMPANY
INVESCO SHORT-TERM BOND FUND
$19.7B
BOARD OF TRUSTEES OF THE TEAMSTERS - UPS 401K NATIONAL SAVINGS PLAN
THE TEAMSTER - UPS NATIONAL 401(K) TAX DEFERRED SAVINGS PLAN
$19.3B · 451,512 participants