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Company:
Bacardi Corporation
Plan:
Bacardi Corporation Defined Contribution Administrative Employees Plan
 

Bacardi Corporation

61 Plan:

 
 
61
33
62
85
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 24 point difference between this plan's BrightScope Rating (61) and the top rated plan (85) could equate to:
[How is this calculated?]
12 additional years of work
Up to $142,500 in lost retirement savings.
The delay in retirement calculations apply solely to this defined contribution plan and do not take into account other retirement plans and programs offered by this employer.

 

Retirement Plan Description

Bacardi Corporation Defined Contribution Administrative Employees Plan is a defined contribution plan with a profit-sharing component. This plan has a BrightScope Rating of 61. Bacardi Corporation Defined Contribution Administrative Employees Plan currently has over 300 active participants and over $6.4M in plan assets.

 

 Investment Menu Statistics

No. of Investment Options
12
Plan Average: 24
Top 3 Funds in this 401k
1. Davis New York Venture 30%
2. Federated Government Obligations Money Market 19%
3. PIMCO Total Return 12%

 Retirement Plan Details

Address Po Box 363549
San Juan, PR 00936-3549 
Industry Distilleries
Administrator Jose G
Sponsor Wanda Lugo
Net Plan Assets $6,410,000
Total Participants 310
Avg Account Balance $34,000

 Compare Other Companies in Peer Group

White Rock Distilleries 78.5
Barcardi U.S.A 73.6
Brown-Forman 67.3
Imperial Brands 64.1
Sazerac North America 59.1
Diageo North America 41.2

  Plan Service Providers

Auditor PricewaterhouseCoopers LLP
Corporate Trustee Banco Popular de Puerto Rico

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