# Keurig Dr Pepper INC. 401(k) Plan
Source: https://planprovider.pro/companies/keurig-dr-pepper-inc-401k-plan

> Keurig Dr Pepper INC.'s 401(k) plan: 21,156 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [ARMANINO LLP](https://planprovider.pro/provider/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|—|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/keurig-dr-pepper-inc-401k-plan)

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