Plan Snapshot
- Plan Sponsor: Niagara Bottling, LLC
- Sponsor EIN: 330843510
- Sponsor Address: 1440 BRIDGEGATE DRIVE, DIAMOND BAR, CA, 91765
- Plan Type: 401(k)
- Total Participants: 7,947
- Total Assets: $272.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- 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 | 7,947 | $272.3M | $7.9M | $38.4M |
| 2023 | 6,701 | $208.0M | $6.8M | $33.1M |
| 2022 | 6,772 | $141.3M | $5.4M | $26.4M |
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 | $238,414 | — | $238,414 |
| WRIGHT FORD YOUNG & CO. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- WRIGHT FORD YOUNG & CO. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $238,414
- 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 | $238,414 | — | $300 | — | — |
| 2023 | $226,800 | — | $2,400 | — | — |
| 2022 | $232,453 | — | — | — | — |