Plan Snapshot
- Plan Sponsor: Coca-Cola Bottling Company United, INC.
- Sponsor EIN: 580148710
- Sponsor Address: 4600 EAST LAKE BLVD., BIRMINGHAM, AL, 35217
- Plan Type: 401(k)
- Total Participants: 9,930
- Total Assets: $609.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 9,930 | $609.6M | $26.9M | $47.2M |
| 2023 | 9,189 | $530.1M | $25.5M | $43.2M |
| 2022 | 9,248 | $435.9M | $23.7M | $40.1M |
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 |
|---|---|---|---|---|
| WARREN AVERETT, LLC | Auditor | $26,291 | — | $26,291 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WARREN AVERETT, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $26,291
- Estimated Expense Ratio: 0.004% of plan assets
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 | $887,557 | $365,000 | $900 | $26,291 | — |
| 2023 | $1,017,483 | $273,750 | $4,800 | $53,821 | — |
| 2022 | $955,486 | — | — | — | — |