Plan Snapshot
- Plan Sponsor: Ozarks Coca-Cola/Dr Pepper Bottling Company
- Sponsor EIN: 440443840
- Sponsor Address: P.O. BOX 11250, GSS, SPRINGFIELD, MO, 65808
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 751
- Total Assets: $8.1M
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 | 751 | $8.1M | $10.9M | $1.5M |
| 2023 | 688 | $7.2M | $8.2M | $1.1M |
| 2022 | 687 | $8.0M | $8.3M | $982,987 |
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 |
|---|---|---|---|---|
| MED-PAY, INC. | Recordkeeper | $162,647 | $184,844 | $347,491 |
| WARRIOR COST MANAGEMENT LLC | Other Service Provider | $227,356 | — | $227,356 |
| POINT C | Other Service Provider | $77,566 | — | $77,566 |
| ARKANSAS MANAGED CARE ORGANIZATION | Recordkeeper | $10,236 | — | $10,236 |
| ELIXIR RX SOLUTIONS LLC | Other Service Provider | $10,150 | — | $10,150 |
| LEAF HEALTH | Other Service Provider | — | $6,979 | $6,979 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $679,778
- Estimated Expense Ratio: 8.413% 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 | $692,632 | — | $162,647 | — | — |
| 2023 | $582,440 | — | $159,228 | — | — |
| 2022 | $393,111 | — | $138,227 | — | — |