BACARDI U. S. A. , INC. & AFFILIATES 401K SAVINGS AND DC RETIREMENT PLAN

At the end of 2021, the total retirement plan assets of BACARDI U. S. A. , INC. & AFFILIATES 401K SAVINGS AND DC RETIREMENT PLAN is $257,288,529.This plan was established in 2022.

At the end of 2021, the total number of retirement plan participants in BACARDI U. S. A. , INC. & AFFILIATES 401K SAVINGS AND DC RETIREMENT PLAN is 1394

In 2021, the average participant retirement account value for BACARDI U. S. A. , INC. & AFFILIATES 401K SAVINGS AND DC RETIREMENT PLAN is $184,568

In 2021, the estimated average employee contribution amount per participant for BACARDI U. S. A. , INC. & AFFILIATES 401K SAVINGS AND DC RETIREMENT PLAN is $6,521

In 2021, the estimated average employer match for an employee in BACARDI U. S. A. , INC. & AFFILIATES 401K SAVINGS AND DC RETIREMENT PLAN is approximately $6,975

In 2021, BACARDI U. S. A. , INC. & AFFILIATES 401K SAVINGS AND DC RETIREMENT PLAN allocates $9,723,180 to match its employees’ contributions, providing an employer match rate of 106.96% of their contributions

In 2021, the total retirement plan asset growth rate of BACARDI U. S. A. , INC. & AFFILIATES 401K SAVINGS AND DC RETIREMENT PLAN is 18.01%

In 2021, the estimated aggregate retirement account investment gain/loss for BACARDI U. S. A. , INC. & AFFILIATES 401K SAVINGS AND DC RETIREMENT PLAN is 17.30%. This measures the effectiveness of the plan participants’ investments in the year.

In 2021, the investment and administrative expense ratio of BACARDI U. S. A. , INC. & AFFILIATES 401K SAVINGS AND DC RETIREMENT PLAN is 0.12%.

Enrollment Features

BACARDI U. S. A. , INC. & AFFILIATES 401K SAVINGS AND DC RETIREMENT PLAN has the following features:
    Automatic Enrollment: It provides automatic enrollment with elective contributions deducted from payroll.
    Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.