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Original filing (PDF)20250716092200NAL0004611440002
AMERICAN BEVERAGE MARKETERS
Form 5500
FILING_RECEIVED
AMERICAN BEVERAGE MARKETERS 401K RETIREMENT PLAN
401(k) retirement plan
Active participants
178
Accounts w/ balance
163
Plan assets (EOY)
$36.4M
Net assets (EOY)
$36.4M
How this plan invests
This plan
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AMERICAN BEVERAGE MARKETERS.
Plan sponsor
Name
AMERICAN BEVERAGE MARKETERS
EIN
61-0221270
Address
810 PROGRESS BLVD. · NEW ALBANY, IN · 47150
Phone
(812) 944-3585
Industry
Manufacturingsee all
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
2025-07-16
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
DEAN DORTON ALLEN FORD PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INS CO OF AMERICA | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $86K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES, INC. | 13-2638166 | NASHVILLE, TN | INVESTMENT ADVISOR | $30K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RETIREMENT MANAGEMENT SVCS LLC | 31-1560462 | LOUISVILLE, KY | THIRD PARTY ADMINISTRATOR | $0 | — |
Investments
27 direct securities· $36.4M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| MFS Growth Fund Mutual Funds | — | — | — | $5.8M | 16.0% | |
| JP Morgan Equity Income Fund Mutual Funds | — | — | — | $4.3M | 11.7% | |
| party maturity value Cost Current value * Empower General Account Guaranteed Interest Account | — | — | — | $3.9M | 10.8% | |
| BlackRock Total Return Fund Mutual Funds | — | — | — | $3.3M | 9.0% | |
| Vanguard 500 Index Fund Mutual Funds | — | — | — | $2.7M | 7.3% | |
| Vanguard Mid Cap Index Fund Mutual Funds | — | — | — | $2.3M | 6.3% | |
| Vanguard Small Cap Index Fund Mutual Funds | — | — | — | $1.9M | 5.2% | |
| Vanguard Target Retirement 2035 Fund Mutual Funds | — | — | — | $1.6M | 4.5% | |
| Vanguard Developed Markets Index Fund Mutual Funds | — | — | — | $1.4M | 3.8% | |
| American Funds EuroPacific Growth Fund Mutual Funds | — | — | — | $1.3M | 3.6% | |
| Vanguard Target Retirement 2045 Fund Mutual Funds | — | — | — | $1.0M | 2.8% | |
| Vanguard Target Retirement 2030 Fund Mutual Funds | — | — | — | $993K | 2.7% | |
| Vanguard Target Retirement 2050 Fund Mutual Funds | — | — | — | $894K | 2.5% | |
| Eaton Vance Atlanta Cap SMID-C Mutual Funds | — | — | — | $767K | 2.1% | |
| Allspring Special Mid Cp Val Fund Mutual Funds | — | — | — | $613K | 1.7% | |
| Vanguard Balanced Index Fund Mutual Funds | — | — | — | $580K | 1.6% | |
| Janus Henderson Global Equity Income Fund Mutual Funds | — | — | — | $506K | 1.4% | |
| Vanguard Target Retirement 2040 Fund Mutual Funds | — | — | — | $475K | 1.3% | |
| Vanguard Target Retirement 2020 Fund Mutual Funds | — | — | — | $471K | 1.3% | |
| American Funds New World Fund Mutual Funds | — | — | — | $430K | 1.2% | |
| Vanguard Inflation-Protected Securities Fund Mutual Funds | — | — | — | $299K | 0.8% | |
| Cohen & Steers Realty Shares Fund Mutual Funds | — | — | — | $221K | 0.6% | |
| Vanguard High-Yield Corp Fund Mutual Funds | — | — | — | $218K | 0.6% | |
| Vanguard Target Retirement 2060 Fund Mutual Funds | — | — | — | $211K | 0.6% | |
| Vanguard Target Retirement 2065 Fund Mutual Funds | — | — | — | $148K | 0.4% | |
| Vanguard Target Retirement 2055 Fund Mutual Funds | — | — | — | $75K | 0.2% | |
| Vanguard Target Retirement 2025 Fund Mutual Funds | — | — | — | $19K | <0.1% |
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