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: 1,001
- Total Assets: $62.7M
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 | 1,001 | $62.7M | $5.5M | $0 |
| 2023 | 984 | $60.4M | $7.9M | $0 |
| 2022 | 1,010 | $51.4M | $8.5M | $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 |
|---|---|---|---|---|
| FIDELITY INSTITUTIONAL OPERATIONS | NONE | $257,410 | — | $257,410 |
| INCOME RESEARCH & MGMT, INC. | NONE | $121,095 | — | $121,095 |
| TOWERS WATSON INVESTMENT SERVICE | NONE | $76,082 | — | $76,082 |
| AON INVESTMENTS USA INC | NONE | $50,340 | — | $50,340 |
| NORTHERN TRUST COMPANY | NONE | $44,996 | — | $44,996 |
| ARMANINO, LLP | NONE | $31,148 | — | $31,148 |
| NEPC, LLC | NONE | $12,585 | — | $12,585 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- NEPC, LLC — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $593,656
- Estimated Expense Ratio: 0.946% 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 | $1,489,737 | — | — | $31,148 | — |
| 2023 | $1,736,072 | $337,582 | — | $28,863 | — |
| 2022 | $1,901,725 | — | — | — | — |