Plan Snapshot
- Plan Sponsor: G & J Pepsi-Cola Bottlers, INC.
- Sponsor EIN: 341031008
- Sponsor Address: 9435 WATERSTONE BOULEVARD, CINCINNATI, OH, 45249
- Plan Type: DB
- Total Participants: 1,504
- Total Assets: $94.7M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 1,504 | $94.7M | $3.8M | $0 |
| 2023 | 1,318 | $82.8M | $950,000 | $0 |
| 2022 | 1,182 | $74.5M | $3.5M | $0 |
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 |
|---|---|---|---|---|
| FUND EVALUATION GROUP | NONE | $88,638 | — | $88,638 |
| CUNI, RUST & STRENK, INC. | NONE | $82,900 | — | $82,900 |
| U.S. BANK | NONE | $39,318 | — | $39,318 |
| CLARK SCHAEFER HACKETT | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- U.S. BANK — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $210,856
- Estimated Expense Ratio: 0.223% 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 | $210,856 | $88,638 | — | — | — |
| 2023 | $213,158 | $75,534 | — | — | — |
| 2022 | $219,995 | $84,026 | — | — | $97,525 |