Plan Snapshot
- Plan Sponsor: Ozarks Coca-Cola/Dr Pepper Bottling Company
- Sponsor EIN: 440443840
- Sponsor Address: 1777 N. PACKER ROAD, SPRINGFIELD, MO, 65803
- Plan Type: 401(k)
- Total Participants: 514
- Total Assets: $44.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 514 | $44.1M | $2.1M | $1.9M |
| 2023 | 692 | $37.2M | $2.0M | $1.8M |
| 2022 | 474 | $30.0M | $1.7M | $1.5M |
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 |
|---|---|---|---|---|
| KPM CPAS, PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KPM CPAS, PC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $228,263 | $8,209 | $44,836 | — | — |
| 2023 | $192,053 | $6,615 | $31,410 | — | — |
| 2022 | $188,924 | $146,435 | $42,489 | — | — |