Plan Snapshot
- Plan Sponsor: Excel Bottling Company
- Sponsor EIN: 370960892
- Sponsor Address: 488 S. BROADWAY, BREESE, IL, 62230
- Plan Type: 401(k)
- Total Participants: 36
- Total Assets: $2.9M
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 | 36 | $2.9M | $72,490 | $143,675 |
| 2023 | 32 | $2.4M | $65,458 | $124,102 |
| 2022 | 29 | $2.1M | $61,767 | $121,161 |