# Coca-Cola Southwest Beverages LLC 401(k) Plan
Source: https://planprovider.pro/companies/coca-cola-southwest-beverage-llc-401k-plan

> Coca-Cola Southwest Beverages LLC's 401(k) plan: 8,711 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 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](https://planprovider.pro/provider/transamerica) — RECORD KEEPER

- [DOEREN MAYHEW ASSURANCE](https://planprovider.pro/provider/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|—|—|—|—|

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

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