# Ozarks Coca-Cola/Dr Pepper Bottling Company Union 401(k) Plan
Source: https://planprovider.pro/companies/ozarks-coca-cola-dr-pepper-bottling-company-union-401k-plan-003

> Ozarks Coca-Cola/Dr Pepper Bottling Company Union's 401(k) plan: 195 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Ozarks Coca-Cola/Dr Pepper Bottling Company Union

- **Sponsor EIN:** 440443840

- **Sponsor Address:** 1777 NORTH PACKER ROAD, SPRINGFIELD, MO, 65803

- **Plan Type:** 401(k)

- **Total Participants:** 195

- **Total Assets:** $8.1M

## 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|195|$8.1M|$545,236|$358,472|

| 2023|172|$6.8M|$478,960|$350,187|

## 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](https://planprovider.pro/provider/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|$46,436|$1,427|$13,726|—|—|

| 2023|$39,034|$1,188|$9,041|—|—|

## Similar Plans

- [Automatic Ice Systems, INC.](https://planprovider.pro/companies/automatic-ice-systems-inc-401k-plan) — 16 participants

- [Ozarks Coca-Cola/Dr Pepper Bottling Company](https://planprovider.pro/companies/ozarks-coca-cola-dr-pepper-bottling-company-401k-plan) — 514 participants

- [Jasper Products L.L.C.](https://planprovider.pro/companies/jasper-products-l-l-c-401k-plan) — 1,010 participants

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