Plan Snapshot
- Plan Sponsor: Coca-Cola Consolidated, INC.
- Sponsor EIN: 560950585
- Sponsor Address: P.O. BOX 31487, CHARLOTTE, NC, 28231
- Plan Type: 401(k)
- Total Participants: 15,486
- Total Assets: $1.1B
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 15,486 | $1.1B | $32.4M | $49.9M |
| 2023 | 15,589 | $945.5M | $30.5M | $46.6M |
| 2022 | 15,141 | $810.4M | $27.4M | $42.7M |
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 |
|---|---|---|---|---|
| FIDELITY INV. INST. OPS. CO. | RECORDKEEPER | $1,308,209 | — | $1,308,209 |
| CAPTRUST FINANCIAL ADVISORS | CONSULTANT | $183,883 | — | $183,883 |
| GREERWALKER LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INV. INST. OPS. CO. — RECORDKEEPER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,492,092
- Estimated Expense Ratio: 0.140% 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 | $1,104,527 | — | — | — | — |
| 2023 | $911,630 | — | — | — | — |
| 2022 | $791,013 | — | — | — | — |