# Durham Coca-Cola Bottling Company 401(k) Plan
Source: https://planprovider.pro/companies/durham-coca-cola-bottling-company-401k-plan

> Durham Coca-Cola Bottling Company's 401(k) plan: 141 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Durham Coca-Cola Bottling Company

- **Sponsor EIN:** 560207560

- **Sponsor Address:** P. O. BOX 2627, DURHAM, NC, 27715

- **Plan Type:** 401(k)

- **Total Participants:** 141

- **Total Assets:** $9.9M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **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|141|$9.9M|$85,229|$325,626|

| 2023|141|$9.4M|$77,585|$297,892|

| 2022|128|$9.6M|$77,561|$293,376|

## 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|

| SMITH LEONARD, PLLC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [SMITH LEONARD, PLLC](https://planprovider.pro/provider/smith-leonard-pllc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $0

### 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|$47,291|—|—|—|—|

| 2023|$48,128|—|—|—|—|

| 2022|$54,549|$54,549|—|—|—|

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