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Original filing (PDF)20250730121743NAL0001912403001
JAYDEV BREW INC D/B/A MORE BREWING CO
Form 5500
FILING_RECEIVED
MORE BREWING CO 401(K) PLAN
401(k) retirement plan
Signals · 1
~789 bps in Sched C fees
Active participants
140
Accounts w/ balance
140
Plan assets (EOY)
$198K
Net assets (EOY)
$198K
How this plan invests
This plan
16 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 789 bps in Schedule C fees — 399% above peer band of 158 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JAYDEV BREW INC D/B/A MORE BREWING CO.
Plan sponsor
Name
JAYDEV BREW INC D/B/A MORE BREWING CO
EIN
81-0826198
Address
13980 AUTOMALL DR · HUNTLEY, IL · 60142
Phone
(630) 501-1519
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
2025-07-30
Pension benefit codes
2S · Automatic enrollment
2J · 401(k) feature
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
METZ CPA, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VESTWELL | 81-3062212 | NEW YORK, NY | RECORDKEEPER | $16K | — |
Investments
16 direct securities· $196K(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Total Market Index Instl Prem Mutual funds | — | — | — | $44K | 22.5% | |
| Schwab Total Stock Market Index Mutual funds | — | — | — | $43K | 21.7% | |
| Fidelity International Index InstlPrm Mutual funds | — | — | — | $31K | 15.5% | |
| Schwab U.S. Large-Cap Growth Exchange traded funds | — | — | — | $13K | 6.8% | |
| Fidelity Emerging Markets Idx Instl Prm Mutual funds | — | — | — | $13K | 6.4% | |
| Fidelity Long-Term Trs Bd Idx Instl Prm Mutual funds | — | — | — | $7K | 3.7% | |
| Fidelity US Bond Index Instl Prem Mutual funds | — | — | — | $7K | 3.6% | |
| Vanguard Tot World Stk Index Exchange traded funds | — | — | — | $7K | 3.6% | |
| Schwab US Aggregate Bd Index Mutual funds | — | — | — | $7K | 3.5% | |
| iShares Core U.S. Aggregate Bond ETF Exchange traded funds | — | — | — | $6K | 3.2% | |
| iShares Intl Aggregate Bond Exchange traded funds 715 Schwab Intl Equity ETF Exchange traded funds | — | — | — | $5K | 2.7% | |
| iShares Core S&P 500 ETF Exchange traded funds | — | — | — | $3K | 1.7% | |
| Vanguard Value ETF Exchange traded funds | — | — | — | $3K | 1.4% | |
| Schwab US REIT ETF Exchange traded funds 564 Vanguard FTSE Emerging Market Exchange traded funds | — | — | — | $2K | 1.2% | |
| Vanguard Mid-Cap ETF Exchange traded funds | — | — | — | $2K | 0.9% | |
| iShares Core S&P Small-Cap ETF Exchange traded funds | — | — | — | $1K | 0.5% |
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