Original filing (PDF)20250122084638NAL0004800049001

MARKSTEIN BEVERAGE CO. OF SACRAMENTO

Name: MARKSTEIN BEVERAGE CO. OF SACRAMENTO — MARKSTEIN BEVERAGE RETIREMENT SAVINGS PLAN, Form 5500 (2023)
Creator: MARKSTEIN BEVERAGE CO. OF SACRAMENTO

Form 5500

FILING_RECEIVED

MARKSTEIN BEVERAGE RETIREMENT SAVINGS PLAN

401(k) retirement plan

Signals · 1

~20301 bps in Sched C fees

Active participants

Accounts w/ balance

Plan assets (EOY)

$964

Net assets (EOY)

$964

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

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 MARKSTEIN BEVERAGE CO. OF SACRAMENTO.

Plan sponsor

Name

MARKSTEIN BEVERAGE CO. OF SACRAMENTO

EIN

94-2253303

Address

60 MAIN AVENUE · SACRAMENTO, CA · 95838

Phone

(916) 920-9070

Industry

Wholesale Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-08-01

Tax period

2024-07-31

Filed

2025-01-22

Pension benefit codes

2F · ERISA section 404(c)

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	-$5K	—

Accountant / Auditor

Name	EIN	Location	Relation	Direct comp	Indirect comp
CAMPBELL TAYLOR WASHBURN	68-0251243	—	ACCOUNTANT/AUDITOR	$7K	—

Investments

1 pooled fund· $0(0% 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.