Plan Snapshot
- Plan Sponsor: Keurig Dr Pepper INC.
- Sponsor EIN: 980517725
- Sponsor Address: 6425 HALL OF FAME LANE, FRISCO, TX, 75034
- Plan Type: 401(k)
- Total Participants: 21,156
- Total Assets: $1.9B
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 21,156 | $1.9B | $69.2M | $95.4M |
| 2023 | 21,709 | $1.7B | $64.1M | $87.6M |
| 2022 | 22,024 | $1.4B | $61.5M | $83.3M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $1,056,105 | — | $1,056,105 |
| AON | PLAN SPONSOR | $160,539 | — | $160,539 |
| CURCIO WEBB | INVESTMENTADVISORY | $48,566 | — | $48,566 |
| ARMANINO LLP | ACCOUNTANT/AUDITOR | $42,850 | — | $42,850 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- ARMANINO LLP — ACCOUNTANT/AUDITOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,308,060
- Estimated Expense Ratio: 0.069% 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 | $1,307,795 | — | $6,900 | $42,850 | — |
| 2023 | $1,052,019 | — | $7,800 | — | — |
| 2022 | $1,370,036 | — | — | — | — |