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Original filing (PDF)20251015150940NAL0006563872001
ATHLETIC BREWING COMPANY, LLC
Form 5500
FILING_RECEIVED
ATHLETIC BREWING 401(K) PLAN
401(k) retirement plan
Active participants
268
Accounts w/ balance
304
Plan assets (EOY)
$11.7M
Net assets (EOY)
$11.7M
How this plan invests
This plan
42 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 ATHLETIC BREWING COMPANY, LLC.
Plan sponsor
Name
ATHLETIC BREWING COMPANY, LLC
EIN
82-1750064
Address
350 LONG BEACH BLVD., UNIT A · STRATFORD, CT · 06661
Phone
(760) 470-7591
Industry
Accommodation & Food Servicessee 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
2025-10-15
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)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALLIANT INSURANCE SERVICES, INC. | 33-0785439 | NEW YORK, NY | RECORDKEEPER | $29K | — |
| THE VANGUARD GROUP, INC. | 23-1945930 | — | RECORDKEEPER | $7K | — |
Investments
41 direct securities· $11.6M(99% of reported assets)
Uncategorized
$11.6M
40 holdings
Mutual Funds
$2K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2050 Fund | — | — | — | $2.6M | 21.9% | |
| Vanguard Target Retirement 2055 Fund | — | — | — | $2.2M | 19.0% | |
| Vanguard Target Retirement 2045 Fund | — | — | — | $1.5M | 13.1% | |
| Vanguard Target Retirement 2060 Fund | — | — | — | $1.3M | 11.0% | |
| Vanguard Target Retirement 2035 Fund | — | — | — | $717K | 6.2% | |
| Vanguard 500 Index Adm | — | — | — | $530K | 4.5% | |
| Vanguard Total Stock Market Index Adm | — | — | — | $393K | 3.4% | |
| Vanguard Target Retirement 2040 Fund | — | — | — | $370K | 3.2% | |
| Vanguard Grow th Index Adm | — | — | — | $234K | 2.0% | |
| Vanguard Mid Cap Index Adm | — | — | — | $216K | 1.9% | |
| Vanguard Target Retirement 2065 Fund | — | — | — | $197K | 1.7% | |
| American Funds American Funds Grow th Fund of Amer R6 | — | — | — | $161K | 1.4% | |
| Cash Equivalents Contribution Account Cash Equivalents 2 Money Market Investment * Vanguard Federal Money Market Investments | — | — | — | $154K | 1.3% | |
| Vanguard Information Tech Index Adm | — | — | — | $121K | 1.0% | |
| Vanguard Developed Mkts Index Adm | — | — | — | $109K | 0.9% | |
| Participant Loans Interest rate range (4.25% - 9.50%) | — | — | — | $108K | 0.9% | |
| Vanguard Small-Cap Value Index Adm | — | — | — | $76K | 0.7% | |
| Vanguard Target Retirement 2025 Fund | — | — | — | $56K | 0.5% | |
| Vanguard Strategic Small-Cap Equity Inv | — | — | — | $53K | 0.5% | |
| Vanguard Emerging Mkts Stock Idx Adm | — | — | — | $50K | 0.4% | |
| Vanguard Total Bond Market Index Adm | — | — | — | $45K | 0.4% | |
| Vanguard Energy Index Adm | — | — | — | $44K | 0.4% | |
| Vanguard Target Retirement Income Fund 18 Nuveen Large Cap Responsible Equity Prem | — | — | — | $41K | 0.4% | |
| Vanguard Value Index Adm | — | — | — | $39K | 0.3% | |
| Vanguard Health Care Index Adm | — | — | — | $36K | 0.3% | |
| Vanguard Equity Income Adm | — | — | — | $34K | 0.3% | |
| Vanguard Communications Services Adm | — | — | — | $29K | 0.2% | |
| Vanguard Real Estate Index Adm | — | — | — | $27K | 0.2% | |
| Vanguard Short Term Corp Bd Index Adm | — | — | — | $25K | 0.2% | |
| Dimensional Fund Advisors DFA Global Real Estate Securities | — | — | — | $24K | 0.2% | |
| Vanguard Utilities Index Adm | — | — | — | $18K | 0.2% | |
| Vanguard S-T Infl-Prot Sec Idx Adm | — | — | — | $15K | 0.1% | |
| Vanguard Materials Index Adm | — | — | — | $13K | 0.1% | |
| Vanguard Target Retirement 2030 Fund | — | — | — | $11K | <0.1% | |
| Vanguard Short-Term Invest Grade Adm | — | — | — | $9K | <0.1% | |
| Vanguard Mid-Cap Grow th Index Adm | — | — | — | $9K | <0.1% | |
| Dimensional Fund Advisors DFA Large Cap International Port Inst | — | — | — | $8K | <0.1% | |
| Vanguard Long-Term Treasury Index Adm | — | — | — | $7K | <0.1% | |
| Vanguard Mid-Cap Value Index Adm | — | — | — | $6K | <0.1% | |
| Vanguard Target Retirement 2070 Fund | Mutual Funds | — | — | $2K | <0.1% | |
| Dimensional Fund Advisors DFA Intrmd-Trm Ext Quality Port Instl | — | — | — | $2K | <0.1% |
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