Beam Suntory Inc. 401(k) Plan: Login, Facts & Contact Information

Beam Suntory Inc. 401(k) Plan Facts

Plan name
SUNTORY GLOBAL SPIRITS RETIREMENT SAVINGS PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
SUNTORY GLOBAL SPIRITS, INC.
Participants
2,986 (1,967 active employees)
Former employees with a balance
876
Plan assets
$631,178,718 at Dec 31, 2024
Average account balance
$220,384 across 2,864 accounts
Employer contributions
$18,971,968 in plan year 2024 (45% of all contributions)
Recordkeeper
Fidelity Investments Institutional
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jan 1, 1986
✓ Employer contributions✓ Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 14, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $42.5 million went into the plan in contributions, $19.0 million of it from the employer (45%).
  • $77.6 million was paid out to participants.
  • Investment and other income added $89.2 million.
  • Administrative expenses were $144,465, about $50 per account.

How the Beam Suntory Inc. 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
20192,425$412.3 million$18.6 million$34.1 million
20202,490$479.0 million$17.2 million$36.9 million
20212,487$558.9 million$23.5 million$35.5 million
20222,659$475.7 million$28.7 million$35.6 million
20232,883$577.2 million$31.1 million$45.8 million
20242,986$631.2 million$19.0 million$77.6 million

Beam Suntory Inc. 401(k) Contact Information

Phone
201-312-3656
Mailing address
11 MADISON AVENUE, NEW YORK NY 10010
Plan sponsor
SUNTORY GLOBAL SPIRITS, INC.
Employer identification number (EIN)
13-3295276
Plan number
001

Questions about the Beam Suntory Inc. 401(k)

Does Beam Suntory Inc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $19.0 million, 45% of all contributions.

Does the Beam Suntory Inc 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the Beam Suntory Inc 401(k) plan?

2,986 participants at the start of plan year 2024, 1,967 of them active employees, and 876 former employees who still had money in the plan.

What is the average 401(k) balance at Beam Suntory Inc?

About $220,384 per account: $631.2 million in plan assets across 2,864 accounts with a balance at the end of plan year 2024.

Who manages the Beam Suntory Inc 401(k) accounts?

Fidelity NetBenefits (listed on the filing as FIDELITY INVESTMENTS INSTITUTIONAL) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Beam Suntory Inc. How do I access my 401(k)?

Your account stays with Fidelity NetBenefits after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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