Plan Snapshot
- Plan Sponsor: Bobbees Bottling, INC.
- Sponsor EIN: 200615370
- Sponsor Address: 42 GOLDEN LEAF DRIVE, LOUISBURG, NC, 27549
- Plan Type: 401(k)
- Total Participants: 96
- Total Assets: $953,525
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 96 | $953,525 | $74,865 | $80,096 |
| 2023 | 67 | $816,461 | $59,363 | $69,179 |
| 2022 | 57 | $671,757 | $52,598 | $64,253 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| FORVIS MAZARS LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS MAZARS LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $11,710 | $1,735 | — | — | — |
| 2023 | $9,854 | $1,367 | — | — | — |
| 2022 | $7,967 | $1,207 | $6,760 | — | — |