Plan Snapshot
- Plan Sponsor: Coca-Cola Bottling Company United, INC
- Sponsor EIN: 580148710
- Sponsor Address: 4600 EAST LAKE BOULEVARD, BIRMINGHAM, AL, 352174032
- Plan Type: DB
- Total Participants: 1,061
- Total Assets: $214.3M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 1,061 | $214.3M | $0 | $0 |
| 2023 | 1,140 | $220.5M | $974,126 | $0 |
| 2022 | 1,208 | $210.7M | $8.9M | $0 |
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 | $15,145 | — | $15,145 |
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: $15,145
- Estimated Expense Ratio: 0.007% 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 | $1,050,180 | $362,881 | — | $15,145 | — |
| 2023 | $2,692,073 | $421,652 | — | $27,346 | — |
| 2022 | $1,148,103 | $647,135 | — | — | $285,192 |