Plan Snapshot
- Plan Sponsor: G & J Pepsi-Cola Bottlers, INC.
- Sponsor EIN: 341031008
- Sponsor Address: 9435 WATERSTONE BLVD STE 390, CINCINNATI, OH, 452498227
- Plan Type: 401(k)
- Total Participants: 1,408
- Total Assets: $110.0M
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 | 1,408 | $110.0M | $2.0M | $6.6M |
| 2023 | 1,359 | $101.4M | $1.8M | $6.0M |
| 2022 | 1,215 | $85.5M | $1.6M | $5.3M |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | CONTRACT ADMINISTRATOR | $87,575 | — | $87,575 |
| CLARK SCHAEFER HACKETT AND COMPANY | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $87,575
- Estimated Expense Ratio: 0.080% 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 | $87,576 | — | $87,576 | — | — |
| 2023 | $97,024 | — | $97,024 | — | — |
| 2022 | $82,466 | — | $82,466 | — | — |