# Coca-Cola Consolidated, INC. 401(k) Plan
Source: https://planprovider.pro/companies/coca-cola-consolidated-inc-401k-plan

> Coca-Cola Consolidated, INC.'s 401(k) plan: 15,486 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 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.](https://planprovider.pro/provider/fidelity-investments) — 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|—|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/coca-cola-consolidated-inc-401k-plan)

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