How big is BDT Beverage LLC's plan?

BDT Beverage LLC's plan reported $6.5M in assets and 151 participants for 2024.

Original filing (PDF)20250708101454NAL0006780224001

BDT Beverage LLC

Name: BDT Beverage LLC — BDT Beverage 401(k) Profit, Form 5500 (2024)
Creator: BDT Beverage LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

BDT Beverage 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · BDT Beverage LLC's BDT Beverage 401(k) Profit Sharing Plan & Trust held $6.5M in plan assets for 151 participants in 2024.

Signals · 1

No auditor on file

Active participants

151

Accounts w/ balance

Plan assets (EOY)

$6.5M

Net assets (EOY)

$6.5M

People on this filing

DAVE Toman signed BDT Beverage LLC's 2024 Form 5500 as plan administrator.

DAVE Toman — 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

BDT Beverage LLC's EIN is 62-1837349.

EIN 62-1837349

Plan number 001

Plan year 2024

ACK ID 20250708101454NAL0006780224001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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Plan health score

Average plan with room to improve

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. Based on 70% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No independent qualified public accountant (IQPA) named.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (3rd percentile).

Helping the score