Employers › Monster Beverage
Recordkeeping fees per participant · Monster Energy Company 401(k) Plan · plan year 2024
$52.25
Higher than 53% of the 1,697 plans $250M to 1B that report it.
= $214,739 / 4,110
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251015153541NAL0002678899001, received 2025-10-15
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251015153541NAL0002678899001, received 2025-10-15
Percentiles compare this plan with the Schedule H plans $250M to 1B in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-10-15.
Administrative expenses excluding investment management, per participant
$74.51
Higher than 58% of the 2,324 plans $250M to 1B that report it.
= $306,239 / 4,110
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251015153541NAL0002678899001, received 2025-10-15
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251015153541NAL0002678899001, received 2025-10-15
Administrative expenses per participant
$74.51
Higher than 40% of the 2,405 plans $250M to 1B that report it.
= $306,239 / 4,110
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251015153541NAL0002678899001, received 2025-10-15
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251015153541NAL0002678899001, received 2025-10-15
Administrative expenses as a share of assets
0.118%
Higher than 74% of the 2,407 plans $250M to 1B that report it.
= $306,239 / $260,226,636
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251015153541NAL0002678899001, received 2025-10-15
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251015153541NAL0002678899001, received 2025-10-15
Employer contributions per participant
$2,337
Higher than 34% of the 2,457 plans $250M to 1B that report it.
= $9,603,902 / 4,110
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251015153541NAL0002678899001, received 2025-10-15
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251015153541NAL0002678899001, received 2025-10-15
Employer share of total contributions
26.0%
Higher than 33% of the 2,459 plans $250M to 1B that report it.
= $9,603,902 / $36,921,263
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251015153541NAL0002678899001, received 2025-10-15
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251015153541NAL0002678899001, received 2025-10-15
Vesting
“The Company contributes 50% of the employee contribution, up to 8% of each employee’s earnings, which vest over four years (2 years of service = 50%, 3 years of service = 75%, 4 years of service = 100%).”
Form 10-K filed 2026-02-27, for the year ended 2025-12-31 · benefits note, 10-K benefits note · source document
Terms quoted from the filing for the year ended 2025-12-31. Figures cover plan year 2024. The plan document governs.
2E profit-sharing · 2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2S pre-approved plan document · 2T default investment (QDIA) · 3D IRS pre-approved plan · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20251015153541NAL0002678899001, received 2025-10-15
| Field | Value | Source |
|---|---|---|
| Plan sponsor | MONSTER BEVERAGE CORPORATION | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20251015153541NAL0002678899001, received 2025-10-15 |
| Plan name | MONSTER ENERGY COMPANY 401 K PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20251015153541NAL0002678899001, received 2025-10-15 |
| Sponsor EIN / plan number | 47-1809393 / 001 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20251015153541NAL0002678899001, received 2025-10-15 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20251015153541NAL0002678899001, received 2025-10-15 |
| Sponsor location | CORONA, CA | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20251015153541NAL0002678899001, received 2025-10-15 |
| Industry (business code) | 424400, Wholesale trade | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20251015153541NAL0002678899001, received 2025-10-15 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20251015153541NAL0002678899001, received 2025-10-15 |
| Filing received | 2025-10-15 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20251015153541NAL0002678899001, received 2025-10-15 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20251015153541NAL0002678899001, received 2025-10-15 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20251015153541NAL0002678899001, received 2025-10-15 |
| Participants, beginning of year | 4,284 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20251015153541NAL0002678899001, received 2025-10-15 |
| Active participants | 3,696 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20251015153541NAL0002678899001, received 2025-10-15 |
| Participants, end of year | 4,317 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20251015153541NAL0002678899001, received 2025-10-15 |
| Participants with an account balance | 4,110 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251015153541NAL0002678899001, received 2025-10-15 |
| Total assets, beginning of year | $213,164,496 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20251015153541NAL0002678899001, received 2025-10-15 |
| Total assets, end of year | $260,226,636 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251015153541NAL0002678899001, received 2025-10-15 |
| Net assets, end of year | $260,226,636 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20251015153541NAL0002678899001, received 2025-10-15 |
| Total income | $60,855,801 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20251015153541NAL0002678899001, received 2025-10-15 |
| Net income | $47,062,140 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20251015153541NAL0002678899001, received 2025-10-15 |
| Employer contributions | $9,603,902 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251015153541NAL0002678899001, received 2025-10-15 |
| Participant contributions | $24,145,999 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20251015153541NAL0002678899001, received 2025-10-15 |
| Other contributions (incl. rollovers) | $3,171,362 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20251015153541NAL0002678899001, received 2025-10-15 |
| Total contributions | $36,921,263 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251015153541NAL0002678899001, received 2025-10-15 |
| Benefit payments | $13,484,984 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20251015153541NAL0002678899001, received 2025-10-15 |
| Total expenses (incl. benefit payments) | $13,793,661 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20251015153541NAL0002678899001, received 2025-10-15 |
| Total administrative expenses | $306,239 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251015153541NAL0002678899001, received 2025-10-15 |
| Contract administrator fees | $90,500 | Schedule H, line 2i(2); CONTRACT_ADMIN_FEES_AMT pos 106; filing 20251015153541NAL0002678899001, received 2025-10-15 |
| Recordkeeping fees | $214,739 | Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251015153541NAL0002678899001, received 2025-10-15 |
| IQPA audit fees | $1,000 | Schedule H, line 2i(4); IQPA_AUDIT_FEES_AMT pos 161; filing 20251015153541NAL0002678899001, received 2025-10-15 |
| Administrative expenses excluding investment management | $306,239 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251015153541NAL0002678899001, received 2025-10-15 |
| Held in common/collective trusts | $11,176,436 | Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20251015153541NAL0002678899001, received 2025-10-15 |
| Held in mutual funds | $243,609,770 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20251015153541NAL0002678899001, received 2025-10-15 |
| Independent auditor | PENSION ASSURANCE LLP | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20251015153541NAL0002678899001, received 2025-10-15 |
Position = column in the DOL layout for form year 2024. Filing 20251015153541NAL0002678899001, received 2025-10-15.
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONSrecordkeeper | RECORD KEEPER | 12 Claims processing; 15 Recordkeeping and information management; 28 Investment management; 37 Participant loan processing; 38 Participant communication; 50 Direct payment from the plan; 54 Sales loads (front end and deferred); 59 Shareholder servicing fees; 61 Finders fees / placement fees; 62 Float revenue; 63 Distribution (12b-1) fees; 64 Recordkeeping fees; 65 Account maintenance fees | $214,739 | yes |
| ACTUARIAL BENEFITS CORPrecordkeeper | ADMINISTRATOR | 16 Consulting (general); 64 Recordkeeping fees; 99 Other fees | $90,500 | no |
| BDO | AUDITOR | 10 Accounting (including auditing); 50 Direct payment from the plan | $1,000 | no |
| NATIONAL FINANCIAL SERVICES | SECURITIES BROKER | 33 Securities brokerage; 71 Securities brokerage commissions and fees | $0 | yes |
Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20251015153541NAL0002678899001, received 2025-10-15.
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $213,164,496 | $260,226,636 | 22.1% |
| Participants with a balance | 4,131 | 4,110 | -0.5% |
| Administrative expenses | $408,813 | $306,239 | -25.1% |
| Recordkeeping fees per participant | not reported | $52.25 | |
| Employer contributions | $9,053,719 | $9,603,902 | 6.1% |
Prior filing 20240905174223NAL0000031681001, received 2024-09-05; the plan years are contiguous.
Sponsor name as filed: MONSTER BEVERAGE CORPORATION; SEC registrant: Monster Beverage Corp (CIK 865752, matched by EIN; display name from the Form 10-K cover).