Plan Snapshot
- Plan Sponsor: Liberty Coca-Cola Beverages LLC
- Sponsor EIN: 821396019
- Sponsor Address: 725 E. ERIE AVENUE, PHILADELPHIA, PA, 19134
- Plan Type: DB
- Total Participants: 309
- Total Assets: $26.6M
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 | 309 | $26.6M | $0 | $0 |
| 2023 | 334 | $25.0M | $0 | $0 |
| 2022 | 351 | $23.4M | $2.8M | $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 |
|---|---|---|---|---|
| TORRILLO & ASSOCIATES, LLC | Auditor | $23,500 | — | $23,500 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TORRILLO & ASSOCIATES, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $23,500
- Estimated Expense Ratio: 0.088% 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 | $125,824 | $44,037 | — | $23,500 | — |
| 2023 | $133,836 | $45,168 | — | $20,500 | — |
| 2022 | $131,950 | $39,096 | $5,606 | — | $81,783 |