Original filing (PDF)20250417184907NAL0000740739001

CALIFORNIA BEER AND BEVERAGE

Name: CALIFORNIA BEER AND BEVERAGE — CALIFORNIA BEER AND BEVERAGE DISTRIBUTORS PENSION PLAN, Form 5500 (2024)
Creator: CALIFORNIA BEER AND BEVERAGE

Form 5500-SF

FILING_RECEIVED

CALIFORNIA BEER AND BEVERAGE DISTRIBUTORS PENSION PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.6M

Net assets (EOY)

$6.6M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CALIFORNIA BEER AND BEVERAGE.

Plan sponsor

Name

CALIFORNIA BEER AND BEVERAGE

EIN

94-1066489

Address

1415 L STREET · SUITE 250 · SACRAMENTO, CA · 95814

Phone

(916) 441-5402

Industry

Wholesale Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-04-17

Pension benefit codes

3D · Pre-approved plan (master / prototype / VS)

2B · Target benefit

2R · Participant-directed brokerage (SDBA)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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