# G & J Pepsi-Cola Bottlers, INC. DB Plan
Source: https://planprovider.pro/companies/g-j-pepsi-cola-bottlers-inc-plan-001

> G & J Pepsi-Cola Bottlers, INC.'s DB plan: 1,504 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 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](https://planprovider.pro/provider/john-hancock) — 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|

## Similar Plans

- [G & J Pepsi-Cola Bottlers, INC.](https://planprovider.pro/companies/g-j-pepsi-cola-bottlers-inc-401k-plan-002) — 1,408 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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