Plan Snapshot
- Plan Sponsor: Keurig Dr Pepper INC.
- Sponsor EIN: 980517725
- Sponsor Address: 6425 HALL OF FAME LANE, FRISCO, TX, 75034
- Plan Type: DB
- Total Participants: 255
- Total Assets: $74.3M
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 | 255 | $74.3M | $0 | $0 |
| 2023 | 297 | $84.2M | $0 | $0 |
| 2022 | 331 | $87.3M | $0 | $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 |
|---|---|---|---|---|
| FIDELITY INSTITUTIONAL OPERATIONS | Other Service Provider | $411,549 | — | $411,549 |
| INCOME RESEARCH & MGMT, INC. | Other Service Provider | $167,570 | — | $167,570 |
| TOWERS WATSON INVESTMENT SERVICE | Other Service Provider | $120,645 | — | $120,645 |
| NORTHERN TRUST COMPANY | Other Service Provider | $72,105 | — | $72,105 |
| AON INVESTMENTS USA INC | Other Service Provider | $69,660 | — | $69,660 |
| ARMANINO, LLP | Other Service Provider | $43,102 | — | $43,102 |
| PACIFIC LIFE INSURANCE | Other Service Provider | $31,077 | — | $31,077 |
| NEPC, LLC | Recordkeeper | $17,415 | — | $17,415 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- NEPC, LLC — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $933,123
- Estimated Expense Ratio: 1.257% 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 | $1,069,105 | — | — | $43,102 | — |
| 2023 | $969,841 | $599,452 | — | $31,137 | — |
| 2022 | $1,048,778 | — | — | — | — |