Sazerac Company, Inc. 401(k) Plan: Login, Facts & Contact Information

Sazerac Company, Inc. 401(k) Plan Facts

Plan name
SAZERAC COMPANY, INC. 401(K) PLAN
Plan type
401(k) with employer contributions
Plan sponsor
SAZERAC COMPANY, INC.
Participants
4,099 (3,214 active employees)
Former employees with a balance
776
Plan assets
$166,599,798 at Dec 31, 2024
Average account balance
$41,598 across 4,005 accounts
Employer contributions
$7,228,692 in plan year 2024 (23% of all contributions)
Recordkeeper
Transamerica Retirement Solutions
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jan 1, 2007
✓ 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 15, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $32.0 million went into the plan in contributions, $7.23 million of it from the employer (23%).
  • $18.2 million was paid out to participants.
  • Investment and other income added $20.5 million.
  • Administrative expenses were $236,473, about $59 per account.

How the Sazerac Company, Inc. 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
20191,021$71.3 million$2.34 million$6.07 million
20201,236$89.4 million$3.07 million$7.89 million
20211,705$105.8 million$3.52 million$14.8 million
20222,042$95.5 million$4.30 million$14.6 million
20233,060$132.5 million$7.21 million$14.8 million
20244,099$166.6 million$7.23 million$18.2 million

Sazerac Company, Inc. 401(k) Contact Information

Phone
502-696-5932
Mailing address
10400 LINN STATION ROAD SUITE 300, LOUISVILLE KY 40223
Plan sponsor
SAZERAC COMPANY, INC.
Employer identification number (EIN)
72-0310180
Plan number
001

Questions about the Sazerac Company, Inc. 401(k)

Does Sazerac Company, Inc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $7.23 million, 23% of all contributions.

Does the Sazerac Company, Inc 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the Sazerac Company, Inc 401(k) plan?

4,099 participants at the start of plan year 2024, 3,214 of them active employees, and 776 former employees who still had money in the plan.

What is the average 401(k) balance at Sazerac Company, Inc?

About $41,598 per account: $166.6 million in plan assets across 4,005 accounts with a balance at the end of plan year 2024.

Who manages the Sazerac Company, Inc 401(k) accounts?

Transamerica (listed on the filing as TRANSAMERICA RETIREMENT SOLUTIONS) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Sazerac Company, Inc. How do I access my 401(k)?

Your account stays with Transamerica 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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