# G & J Pepsi-Cola Bottlers, INC. 401(k) Plan
Source: https://planprovider.pro/companies/g-j-pepsi-cola-bottlers-inc-401k-plan-002

> G & J Pepsi-Cola Bottlers, INC.'s 401(k) plan: 1,408 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|

## Similar Plans

- [G & J Pepsi-Cola Bottlers, INC.](https://planprovider.pro/companies/g-j-pepsi-cola-bottlers-inc-plan-001) — 1,504 participants

- [The Home City Ice Company](https://planprovider.pro/companies/the-home-city-ice-company-401k-plan) — 984 participants

- [G & J Pepsi-Cola Bottlers, INC.](https://planprovider.pro/companies/g-j-pepsi-cola-bottlers-inc-401k-plan-003) — 463 participants

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