Plan Snapshot
- Plan Sponsor: Coca-Cola Southwest Beverages LLC
- Sponsor EIN: 813909618
- Sponsor Address: TWO LINCOLN CENTER 5420 LBJ FREEWAY, DALLAS, TX, 75240
- Plan Type: 401(k)
- Total Participants: 8,711
- Total Assets: $589.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- 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 | 8,711 | $589.0M | $22.4M | $34.3M |
| 2023 | 11,677 | $543.2M | $20.2M | $31.8M |
| 2022 | 8,022 | $466.6M | $19.1M | $28.7M |
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 |
|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | RECORD KEEPER | $348,677 | — | $348,677 |
| EMPOWER ANNUITY INSURANCE COMPANY O | RECORDKEEPER | $173,971 | — | $173,971 |
| ADVISED ASSETS GROUP, LLC | INVESTMENT MGMT | $25,416 | — | $25,416 |
| TRANSAMERICA CORPORATION DBA TRANSA | OTHER | $9,913 | — | $9,913 |
| DOEREN MAYHEW ASSURANCE | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA RETIREMENT SOLUTIONS — RECORD KEEPER
- DOEREN MAYHEW ASSURANCE — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $557,977
- Estimated Expense Ratio: 0.095% 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 | $562,713 | $25,416 | — | — | — |
| 2023 | $1,002,540 | — | — | — | — |
| 2022 | $865,398 | — | — | — | — |