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Original filing (PDF)20241015092335NAL0016052787001
HIGH COUNTRY BEVERAGE CORPORATION
Form 5500
FILING_RECEIVED
HIGH COUNTRY BEVERAGE CORPORATION 401(K) PLAN
401(k) retirement plan
Signals · 2
No recordkeeper disclosed16 service providers
Active participants
122
Accounts w/ balance
174
Plan assets (EOY)
$17.2M
Net assets (EOY)
$17.2M
Plan health score (directional)
88
/ 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
75
Total plan cost
80
Vendor stack
80
Participation health
100
Knocking points off
- 36 bps in Schedule C fees — modestly above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HIGH COUNTRY BEVERAGE CORPORATION.
Plan sponsor
Name
HIGH COUNTRY BEVERAGE CORPORATION
EIN
81-0546974
Address
4200 RONALD REAGAN BLVD · JOHNSTOWN, CO · 80534
Phone
(970) 622-8444
Industry
Wholesale Tradesee 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
2024-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BDO USA,P.C
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
16 rowsOther
16| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL | — | — | NONE | $37K | — |
| T ROWE PRICE RPS,INC | 52-1309931 | — | NONE | $26K | — |
| FUTUREPLAN BY ASCENSUS | 82-3719843 | — | NONE | $0 | — |
| FIDELITY | 04-2647786 | — | NONE | $0 | — |
| PIMCO FUNDS | 33-0629048 | — | NONE | $0 | — |
| DODGE & COX | 94-1441976 | — | NONE | $0 | — |
| GOLDMAN SACHS FUNDS | 13-3575636 | — | NONE | $0 | — |
| LOOMIS SAYLES | 04-3200030 | — | NONE | $0 | — |
| OAKMARK | 04-3276558 | — | NONE | $0 | — |
| MFS FUNDS | 04-2747644 | — | NONE | $0 | — |
| THORNBURG FUNDS | 85-0301299 | — | NONE | $0 | — |
| DIMENSIONAL FUNDS | 95-4470812 | — | NONE | $0 | — |
| DWS INVESTMENTS | 13-3241232 | — | NONE | $0 | — |
| COLUMBIA FUNDS | 93-0577450 | — | NONE | $0 | — |
| JP MORGAN FUNDS | 13-2624428 | — | NONE | $0 | — |
| FRANKLIN TEMPLETON | 13-2670991 | — | NONE | $0 | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.