# Coca-Cola Bottling Company United, INC. 401(k) Plan
Source: https://planprovider.pro/companies/coca-cola-bottling-company-united-inc-401k-plan

> Coca-Cola Bottling Company United, INC.'s 401(k) plan: 9,930 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|—|—|—|—|

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