# Coca-Cola Bottling Company United, INC DB Plan
Source: https://planprovider.pro/companies/coca-cola-bottling-company-united-inc-plan-001

> Coca-Cola Bottling Company United, INC's DB plan: 1,061 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 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](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:** $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|

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- [Coca-Cola Bottling Company United, INC.](https://planprovider.pro/companies/coca-cola-bottling-company-united-inc-401k-plan) — 9,930 participants

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