# Keurig Dr Pepper INC. DB Plan
Source: https://planprovider.pro/companies/keurig-dr-pepper-inc-plan-003

> Keurig Dr Pepper INC.'s DB plan: 1,001 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:** 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](https://planprovider.pro/provider/milliman) — 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|—|—|—|—|

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