Southern Glazer's Wine & Spirits Of New York, Llc 401(k) Plan: Login, Facts & Contact Information

Southern Glazer's Wine & Spirits Of New York, Llc 401(k) Plan Facts

Plan name
SGWS OF NEW YORK SALES, WAREHOUSE AND CLERICAL 401(K) PLAN
Plan type
401(k) and profit sharing
Plan sponsor
SOUTHERN GLAZER'S WINE & SPIRITS OF NEW YORK, LLC
Participants
432 (355 active employees)
Former employees with a balance
28
Plan assets
$72,602,085 at Dec 31, 2024
Average account balance
$240,404 across 302 accounts
Recordkeeper
Schwab Retirement Plan Services Inc
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Dec 1, 2004
— 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

  • $4.66 million went into the plan in contributions.
  • $3.18 million was paid out to participants.
  • Investment and other income added $9.10 million.
  • Administrative expenses were $37,530, about $124 per account.

How the Southern Glazer's Wine & Spirits Of New York, Llc 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019368$40.6 million—$1.14 million
2020344$47.1 million$409$2.47 million
2021404$57.0 million$91$2.13 million
2022402$50.1 million—$2.44 million
2023415$62.6 million—$2.45 million
2024432$72.6 million—$3.18 million

Southern Glazer's Wine & Spirits Of New York, Llc 401(k) Contact Information

Phone
515-921-9005
Mailing address
345 UNDERHILL BOULEVARD, SYOSSET NY 11791
Plan sponsor
SOUTHERN GLAZER'S WINE & SPIRITS OF NEW YORK, LLC
Employer identification number (EIN)
65-0879542
Plan number
010

Questions about the Southern Glazer's Wine & Spirits Of New York, Llc 401(k)

Does Southern Glazer's Wine & Spirits Of New York, Llc contribute to the 401(k)?

The plan does not report an employer matching arrangement on its Form 5500.

Does the Southern Glazer's Wine & Spirits Of New York, Llc 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the Southern Glazer's Wine & Spirits Of New York, Llc 401(k) plan?

432 participants at the start of plan year 2024, 355 of them active employees, and 28 former employees who still had money in the plan.

What is the average 401(k) balance at Southern Glazer's Wine & Spirits Of New York, Llc?

About $240,404 per account: $72.6 million in plan assets across 302 accounts with a balance at the end of plan year 2024.

Who manages the Southern Glazer's Wine & Spirits Of New York, Llc 401(k) accounts?

Schwab Retirement Plan Services (listed on the filing as SCHWAB RETIREMENT PLAN SERVICES INC) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Southern Glazer's Wine & Spirits Of New York, Llc. How do I access my 401(k)?

Your account stays with Schwab Retirement Plan Services 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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