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: 463
- Total Assets: $22.4M
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 | 463 | $22.4M | $417,853 | $1.4M |
| 2023 | 460 | $21.6M | $374,284 | $1.2M |
| 2022 | 410 | $20.5M | $338,747 | $1.2M |
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 | $35,226 | — | $35,226 |
| 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: $35,226
- Estimated Expense Ratio: 0.157% 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 | $35,226 | — | $35,226 | — | — |
| 2023 | $89,479 | — | $89,479 | — | — |
| 2022 | $40,247 | — | $40,247 | — | — |