Georgia › Agriculture, forestry, fishing and hunting › 100 to 249 participants
Form 5500 statement · plan year 1 Jan 2025 to 15 Dec 2025
Creature Comforts Brewing Company, LLC 401(k) Plan
Sponsored by Creature Comforts Brewing Company,, Athens, GA
Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances. Form 5500 contains no individual account balances. Look up the original filing at EFAST2.
In the plan year ending 15 Dec 2025, Creature Comforts Brewing Company, LLC 401(k) Plan covered 123 participants and held $0 in net assets. The plan is a 401(k) plan sponsored by Creature Comforts Brewing Company, of Athens, Georgia.
Net assets came to $17,883 per participant in plan year 2024, well below the $60,185 median for defined contribution plans with 100 to 249 participants and well below the $42,336 median for defined contribution plans in agriculture, forestry, fishing and hunting. The figure is an average across everyone in the plan, including former employees with small balances; Form 5500 holds no individual account data.
The employer contributed $106K during the year, or $862 per active participant against a same-size median of $2,447; participants contributed $355K. Benefits paid out totalled $153K.
Schedule C lists 12 service provider organisations paid $5,000 or more, with reported compensation of $44K: $358 per participant, well below the same-size median of $194. Administrative expenses charged to the plan were $44K. Schedule C does not capture every cost: fees netted from fund returns and fees the employer pays directly are outside it.
The independent accountant's opinion on the financial statements was unmodified (unqualified).
Compared with similar plans
| Measure, plan year 2024 | This plan | Same size | Same industry | All US DC plans |
|---|---|---|---|---|
| Net assets per participant | $17,883 | $60,185 | $42,336 | $53,102 |
| Employer contributions per active participant | $1,083 | $2,447 | $1,701 | $2,175 |
| Schedule C compensation per participant | $48.61 | $194 | $112 | $123 |
| Schedule C compensation, share of net assets | 0.27% | 0.32% | 0.32% | 0.26% |
| Administrative expenses per participant | $48.61 | $176 | $116 | $116 |
Peer columns are medians for plan year 2024 across defined contribution plans with 100 or more participants: 100 to 249 participants (21,996 plans), agriculture, forestry, fishing and hunting (647) and all US plans (63,460). Fee medians cover plans that report an amount.
Trend by plan year
| Plan year | Participants | Net assets | Per participant | Employer contributions | Participant contributions | Schedule C compensation |
|---|---|---|---|---|---|---|
| 2025 | 123 | $0 | $0 | $106K | $355K | $44K |
| 2024 | 133 | $2.4M | $17,887 | $107K | $318K | $6,000 |
Years in which the plan filed the full Form 5500 with 100 or more participants, from 2009. Plan year is the year in which the plan year began.
Statement for the year
- Net assets, beginning of year$2,378,503
- Employer contributions$106,054
- Participant contributions$354,521
- Rollovers and other contributions—
- Total contributions$460,575
- Total income, including investment results$940,620
- Benefits paid$153,425
- Administrative expenses$44,063
- Total expenses$197,488
- Net income$743,132
- Net transfers−$3,121,635
- Net assets, end of year$0
Participants
- Active participants123
- Retired or separated, receiving benefits0
- Retired or separated, entitled to future benefits0
- Participants with account balances0
- Total participants, end of year123
Fees and service providers
| Organisation | Services reported | Direct | Indirect |
|---|---|---|---|
| T. Rowe Price RPS, Inc. | Recordkeeping and information management; Trustee (bank, trust company, or similar financial institution); Trustee (directed); Investment management; Participant loan processing; Participant communication; Other services | $44,063 | $0 |
| MFS | Investment management | $0 | $0 |
| Janus Henderson | Investment management | $0 | $0 |
| JP Morgan Funds | Investment management | $0 | $0 |
| American Funds | Investment management | $0 | $0 |
| Eagle Asset | Investment management | $0 | $0 |
| Legg Mason | Investment management | $0 | $0 |
| BlackRock | Investment management | $0 | $0 |
| Fidelity | Investment management | $0 | $0 |
| American Century | Investment management | $0 | $0 |
| Goldman Sachs Funds | Investment management | $0 | $0 |
| Nuveen | Investment management | $0 | $0 |
Schedule C, Part I line 2: providers that received $5,000 or more, with the form's own service codes. Individuals named on Schedule C (plan employees, individual trustees) are never shown and their compensation is excluded. Eligible indirect compensation disclosed by formula carries no dollar amount. See how to read Schedule C fees.
Administrative expenses on Schedule H
- Other administrative expenses$44,063
- Total administrative expenses$44,063
Audit and compliance answers, as filed
- Accountant's opinionUnmodified (unqualified)
- Audit scope limited under ERISA section 103(a)(3)(C)No
- Accounting firmSmith and Howard
- Participant contributions reported as transmitted lateYes, $126,891
- Covered by a fidelity bondYes, $245,000
- Blackout period during the yearNo
These are the plan administrator's own answers on Schedule H, Part IV. A reported late transmittal is the filer's disclosure of a timing lapse, usually corrected through the Department of Labor's voluntary program; the amount is the total involved, not a loss.
Plan characteristics
2EProfit-sharing plan2GTotal participant-directed account plan2JCode section 401(k) feature2KCode section 401(m) arrangement2S401(k) plan or 403(b) plan that provides for automatic enrollment2TTotal or partial participant-directed account plan with a default investment account2FERISA section 404(c) plan3DPre-approved pension plan
Codes entered on Form 5500 line 8a, with the labels from the official instructions. Business code 111100: Oilseed & Grain Farming.
Similar plans in Georgia
| Plan | Sponsor | Participants | Net assets | Per participant |
|---|---|---|---|---|
| McCorkle Nurseries, 401(k) Profit Sharing Plan | McCorkle Nurseries, Inc. | 172 | $5.6M | $32,618 |
| Mobley Greenhouse, Inc. 401(k) Profit Sharing Plan | Mobley Greenhouse, Inc. | 119 | — | — |
| Georgia Right of Way Company 401(k) Plan | Georgia Right of Way Company | 188 | $4.6M | $24,322 |
| Blaze Pizza 401(k) Plan | Blaze Pizza LLC | 204 | $5.2M | $25,492 |
| House of Cheatham, LLC 401(k) Plan | House of Cheatham, LLC | 246 | $6.2M | $25,008 |
| F & W Forestry Services, Inc. 401(k) Savings and Retirement Plan & Trust | F & W Forestry Services, Inc. | 256 | $21.1M | $82,230 |
Defined contribution plans in agriculture, forestry, fishing and hunting closest in size.
Questions and answers
How big is Creature Comforts Brewing Company, LLC 401(k) Plan?
123 participants at the end of the plan year ending 15 Dec 2025, of whom 123 were active employees, with net assets of $0. Among defined contribution plans that places it in the 100 to 249 participants band, which held 21,996 plans in plan year 2024.
What does Creature Comforts Brewing Company, contribute per participant?
The filing reports $106,054 in employer contributions for the year, which is $862 per active participant; the median for plans of the same type and size was $2,447 in plan year 2024. Form 5500 reports the total only. It does not state the match formula, and the per-participant figure is an average, not any one person's contribution.
What fees does the plan pay and how do they compare?
Schedule C reports $44,063 in compensation to service provider organisations, $358 per participant. The same-size median among plans reporting any Schedule C compensation was $194 per participant. Administrative expenses on Schedule H were $44,063. Investment costs deducted inside mutual funds and other pooled vehicles are not itemised on Form 5500, so these figures are a floor rather than a full cost.
Who runs the plan?
The sponsor is Creature Comforts Brewing Company,. Recordkeeping or administration: T. Rowe Price RPS, Inc.. Investment advisory or management: T. Rowe Price RPS, Inc., MFS and Janus Henderson. Trustee or custodian: T. Rowe Price RPS, Inc.. The financial statements were audited by Smith and Howard. Form 5500 also names the plan administrator's signer and other individuals; this site publishes organisations only.
Was the audit opinion unqualified?
The filing reports an unmodified (unqualified) opinion. Unmodified (formerly "unqualified") is the standard clean opinion.
How current is this, and does it show my balance?
This is the Form 5500 for the plan year 1 Jan 2025 to 15 Dec 2025, received by the Department of Labor on 3 Aug 2026. Filings are due seven months after the plan year ends, or nine and a half with an extension, so the public record always runs a year or more behind. It contains plan-level totals only: no individual balances, contributions or names of participants exist in the data.
Provenance
Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files (Form 5500, Schedule H, Schedule C) for plan years 2009 to 2025, public domain, with filings received through 24 Aug 2026. This page shows the latest filing on record for EIN 45-5034383, plan 001, received 3 Aug 2026; an amended filing replaces it at the next build. Medians and percentiles are computed by this site; see the methodology. Report an error through corrections.