AUMdb

Monster Energy Company 401 K Plan

Sponsored by Monster Beverage Corporation · EIN 471809393 · Plan #001

Total assets
$260M
Net assets
$260M
Active participants
3,696
With balances
4,110

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Transamerica Retirement Advisors, Llc CRD 107319 fuzzy_auto · 94% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Transamerica Retirement Solutions Claims processing, Recordkeeping, Investment management $214,739
Actuarial Benefits Corp Consulting (general), Recordkeeping fees, Other fees $90,500
Bdo Accounting, Direct payment from the plan $1,000
National Financial Services Securities brokerage, Securities brokerage commissions $0