Back to filter
Original filing (PDF)20251013153051NAL0003382690001
COLD SPRING BREWING COMPANY
Form 5500
FILING_RECEIVED
COLD SPRING BREWING COMPANY 401(K) PLAN
401(k) retirement plan
Signals · 1
100% in single holding
Active participants
520
Accounts w/ balance
230
Plan assets (EOY)
$13.9M
Net assets (EOY)
$13.9M
How this plan invests
This plan
1 pooled trust
Schedule D
1 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
85
/ 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
100
Participation health
65
Knocking points off
- Top holding "[DFE: PUTNAM LARGE CAP VALUE TRUST (extraction pending)]" is 100% of plan.
- 36 bps in Schedule C fees — modestly above peer band of 29 bps.
- Only 44% as many balances as active participants — suggests many active employees aren't deferring.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for COLD SPRING BREWING COMPANY.
Plan sponsor
Name
COLD SPRING BREWING COMPANY
EIN
84-1391118
Address
P.O. BOX 1183 · MOORESVILLE, NC · 28115
Phone
(704) 235-0226
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
GREERWALKER, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $32K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | — | SAN RAFAEL, CA | INVESTMENT ADVISOR | $13K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $6K | — |
Investments
1 pooled fund· $244K(2% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| PUTNAM LARGE CAP VALUE TRUST I PUTNAM INVESTMENTS CIT · EIN 82-3639536 / PN 275 | Common Collective Trust | — | — | $244K | 1.8% |
Related plans
Other plans using EMPOWER ANNUITY INSURANCE COMPANY
SOUTHWEST AIRLINES CO.
SOUTHWEST AIRLINES CO. RETIREMENT SAVINGS PLAN
$17.0B · 74,221 participants
ABBVIE INC.
ABBVIE SAVINGS PLAN
$13.4B · 28,506 participants
ADVOCATE AURORA HEALTH, INC
ADVOCATE AURORA HEALTH 401(K) PLAN
$10.5B · 83,445 participants
BECHTEL GLOBAL CORPORATION
BECHTEL TRUST & THRIFT PLAN
$6.1B · 8,546 participants
BLOOMBERG L.P.
BLOOMBERG L.P. 401(K) PLAN
$5.7B · 14,853 participants
SCHNEIDER ELECTRIC HOLDINGS, INC.
SCHNEIDER ELECTRIC 401(K) PLAN
$5.1B · 20,597 participants
Similar-size Manufacturing plans
HEARTLAND COCA-COLA BOTTLING COMPANY, LLC
HEARTLAND COCA-COLA BARGAINING EMPLOYEES' PENSION PLAN
$14.0M · 242 participants
PEPSI COLA BOTTLING COMPANY OF WORCESTER, INC.
PEPSI OF WORCESTER & PEPSI OF WINDHAM 401(K) PLAN
$14.2M · 56 participants
ABCO AUTOMATION, INC.
ABCO AUTOMATION, INC. EMPLOYEES' 401(K) AND RETIREMENT PLAN
$14.3M · 157 participants
ABARTA, INC.
ABARTA, INC. DEFERRED COMPENSATION 401(K) SAVINGS PLAN FOR UNION EMPLOYEES
$14.6M · 841 participants
HARVEST HILL BEVERAGE COMPANY
HARVEST HILL BEVERAGE COMPANY 401(K) PLAN
$13.0M · 166 participants
SUNNY SKY PRODUCTS, LLC
SUNNY SKY PRODUCTS, LLC 401(K) PLAN
$15.0M · 639 participants
Large plans in North Carolina
BANK OF AMERICA CORPORATION
THE BANK OF AMERICA 401(K) PLAN
$62.9B · 168,229 participants
HONEYWELL INTERNATIONAL INC EMPLOYEE SERVICES FINANCE MGMNT
HONEYWELL INTERNATIONAL INC. MASTER RETIREMENT TRUST
$17.9B
HONEYWELL INTERNATIONAL INC.
HONEYWELL RETIREMENT EARNINGS PLAN
$16.6B · 9,275 participants
HONEYWELL INTERNATIONAL INC
HONEYWELL 401(K) PLAN
$16.3B · 44,069 participants
HONEYWELL INTERNATIONAL INC
HONEYWELL SAVINGS AND OWNERSHIP PLAN MASTER TRUST
$16.2B
TRUIST FINANCIAL CORPORATION
TRUIST FINANCIAL CORPORATION PENSION PLAN
$14.7B · 33,167 participants