Employers › Molson Coors Beverage Co USA › plan 065
Recordkeeping fees per participant · Molson Coors Employees' Retirement and Savings Plan · plan year 2024
$29.08
Higher than 40% of the 790 plans over $1B that report it.
= $284,718 / 9,792
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20250919104203NAL0002173521001, received 2025-09-19
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250919104203NAL0002173521001, received 2025-09-19
Percentiles compare this plan with the Schedule H plans over $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 2025-09-19.
Administrative expenses excluding investment management, per participant
$31.99
Higher than 29% of the 1,045 plans over $1B that report it.
= $313,213 / 9,792
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250919104203NAL0002173521001, received 2025-09-19
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250919104203NAL0002173521001, received 2025-09-19
Administrative expenses per participant
$31.99
Higher than 14% of the 1,076 plans over $1B that report it.
= $313,213 / 9,792
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250919104203NAL0002173521001, received 2025-09-19
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250919104203NAL0002173521001, received 2025-09-19
Administrative expenses as a share of assets
0.015%
Higher than 12% of the 1,076 plans over $1B that report it.
= $313,213 / $2,135,786,239
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250919104203NAL0002173521001, received 2025-09-19
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250919104203NAL0002173521001, received 2025-09-19
Employer contributions per participant
$5,988
Higher than 75% of the 1,135 plans over $1B that report it.
= $58,634,504 / 9,792
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250919104203NAL0002173521001, received 2025-09-19
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250919104203NAL0002173521001, received 2025-09-19
Employer share of total contributions
47.2%
Higher than 90% of the 1,135 plans over $1B that report it.
= $58,634,504 / $124,115,660
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250919104203NAL0002173521001, received 2025-09-19
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250919104203NAL0002173521001, received 2025-09-19
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) · 3H controlled-group sponsor · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20250919104203NAL0002173521001, received 2025-09-19
| Field | Value | Source |
|---|---|---|
| Plan sponsor | MOLSON COORS BEVERAGE COMPANY USA LLC | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20250919104203NAL0002173521001, received 2025-09-19 |
| Plan name | MOLSON COORS EMPLOYEES' RETIREMENT AND SAVINGS PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20250919104203NAL0002173521001, received 2025-09-19 |
| Sponsor EIN / plan number | 26-2387410 / 065 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20250919104203NAL0002173521001, received 2025-09-19 |
| Plan type | multiple-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20250919104203NAL0002173521001, received 2025-09-19 |
| Sponsor location | MILWAUKEE, WI | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20250919104203NAL0002173521001, received 2025-09-19 |
| Industry (business code) | 312120, Manufacturing | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20250919104203NAL0002173521001, received 2025-09-19 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20250919104203NAL0002173521001, received 2025-09-19 |
| Filing received | 2025-09-19 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20250919104203NAL0002173521001, received 2025-09-19 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20250919104203NAL0002173521001, received 2025-09-19 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20250919104203NAL0002173521001, received 2025-09-19 |
| Participants, beginning of year | 9,854 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20250919104203NAL0002173521001, received 2025-09-19 |
| Active participants | 5,637 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20250919104203NAL0002173521001, received 2025-09-19 |
| Participants, end of year | 9,895 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20250919104203NAL0002173521001, received 2025-09-19 |
| Participants with an account balance | 9,792 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250919104203NAL0002173521001, received 2025-09-19 |
| Total assets, beginning of year | $1,969,860,838 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20250919104203NAL0002173521001, received 2025-09-19 |
| Total assets, end of year | $2,135,786,239 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250919104203NAL0002173521001, received 2025-09-19 |
| Net assets, end of year | $2,135,786,239 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20250919104203NAL0002173521001, received 2025-09-19 |
| Total income | $391,866,847 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20250919104203NAL0002173521001, received 2025-09-19 |
| Net income | $165,925,401 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20250919104203NAL0002173521001, received 2025-09-19 |
| Employer contributions | $58,634,504 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250919104203NAL0002173521001, received 2025-09-19 |
| Participant contributions | $57,317,377 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20250919104203NAL0002173521001, received 2025-09-19 |
| Other contributions (incl. rollovers) | $8,163,779 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20250919104203NAL0002173521001, received 2025-09-19 |
| Total contributions | $124,115,660 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250919104203NAL0002173521001, received 2025-09-19 |
| Benefit payments | $225,598,430 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20250919104203NAL0002173521001, received 2025-09-19 |
| Total expenses (incl. benefit payments) | $225,941,446 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20250919104203NAL0002173521001, received 2025-09-19 |
| Total administrative expenses | $313,213 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250919104203NAL0002173521001, received 2025-09-19 |
| Contract administrator fees | $4,200 | Schedule H, line 2i(2); CONTRACT_ADMIN_FEES_AMT pos 106; filing 20250919104203NAL0002173521001, received 2025-09-19 |
| Recordkeeping fees | $284,718 | Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20250919104203NAL0002173521001, received 2025-09-19 |
| IQPA audit fees | $24,295 | Schedule H, line 2i(4); IQPA_AUDIT_FEES_AMT pos 161; filing 20250919104203NAL0002173521001, received 2025-09-19 |
| Administrative expenses excluding investment management | $313,213 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250919104203NAL0002173521001, received 2025-09-19 |
| Held in common/collective trusts | $866,165,954 | Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20250919104203NAL0002173521001, received 2025-09-19 |
| Held in mutual funds | $884,019,557 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20250919104203NAL0002173521001, received 2025-09-19 |
| Independent auditor | SB & COMPANY, LLC | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20250919104203NAL0002173521001, received 2025-09-19 |
Position = column in the DOL layout for form year 2024. Filing 20250919104203NAL0002173521001, received 2025-09-19.
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| FIDELITY INV INSTL OPER CO., INC.recordkeeper | RECORDKEEPER | 37 Participant loan processing; 64 Recordkeeping fees; 65 Account maintenance fees | $288,918 | yes |
| SB & COMPANY, LLC | ACCOUNTANT/AUDITOR | 10 Accounting (including auditing) | $24,295 | no |
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 20250919104203NAL0002173521001, received 2025-09-19.
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $1,969,860,838 | $2,135,786,239 | 8.4% |
| Participants with a balance | 9,725 | 9,792 | 0.7% |
| Administrative expenses | $204,528 | $313,213 | 53.1% |
| Recordkeeping fees per participant | $20.45 | $29.08 | 42.2% |
| Employer contributions | $51,031,399 | $58,634,504 | 14.9% |
Prior filing 20240806150416NAL0001453139003, received 2024-08-06; the plan years are contiguous.