Associated Microbreweries, Ltd. Karl Strauss Brewing Company

Form 5500 Data

Associated Microbreweries, Ltd. Karl Strauss Brewing Company

53
Form 5500 Data

Overview

Plan Rating

BrightScope Rating
53
Lowest Rating in Peer Group
Average Rating in Peer Group
Highest Rating in Peer Group
0102030405060708090100
Lowest in Peer Group (9)
Average in Peer Group (50)
Highest in Peer Group (81)

Plan Description

Karl Strauss Breweries 401k Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 53. Karl Strauss Breweries 401k Plan currently has over 500 active participants and over $5.4M in plan assets.

Did you know?

For the average 401k participant, the 28 point difference between this plan's BrightScope Rating (53) and the top rated plan (81) could equate to:
12
Additional years of work
170,902
Lost 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. How is this calculated?

Plan Details

Plan Details Relevant details about the plan and the plan sponsor, including the address and industry of the plan sponsor and the size of the plan in assets and participants.

 
Plan data accurate as of 12/31/2016
Plan data has been audited by an Independent Qualified Public Accountant (IQPA).
Address 5965 Santa Fe Street Suite E
  • Location
    San Diego , CA
  • 92109
  • Industry
    Full-Service Restaurants
  • Administrator
    Molly Brooks
  • Net Plan Assets
    $5,380,000
  • Total Participants
    580
  • Avg Account Balance
    $24,000

Plan Components

Component Ratings

Design

Total Plan Cost:
Average Fees
Company Generosity:
Below Avg.

Performance

Participation Rate:
Poor
Salary Deferrals:
Average
Account Balance:
Below Avg.

Design

Total Plan Cost:
Low Fees
Company Generosity:
Average

Performance

Participation Rate:
Poor
Salary Deferrals:
Average
Account Balance:
Average

Peer Group Plans

Company Rating
Sizzling Steak Concepts 57.5
Krm 56.0
Emeril's Homebase, L.L.C. 51.7
Goode Cook 50.7
Lessings 47.0
Frankenmuth Bavarian Inn 46.4
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Top Industry Articles

Investments

Investment Menu Stats

# of Investment Options

25

(Plan Average: 20)

Largest Funds in this Plan Allocation of Assets 1 YR Rank in Category
American Funds Growth Fund of America 18%
91%
American Funds (Capital Group) Target Date Retirement 18%
9%
American Funds Investment Company of America 14%
83%
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
View all funds in this plan

Providers

Plan Service Providers

SERVICE PROVIDER
Recordkeeper
Digital Retirement Solutions, Inc.
Corporate Trustee
Matrix Financial Solutions
Auditor
Weworski & Associates

Articles and Questions

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