Plan Snapshot
- Plan Sponsor: Pepsi Bottling Ventures LLC
- Sponsor EIN: 223657794
- Sponsor Address: 4141 PARKLAKE AVE, RALEIGH, NC, 27612
- Plan Type: 401(k)
- Total Participants: 3,141
- Total Assets: $219.7M
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 | 3,141 | $219.7M | $6.7M | $12.3M |
| 2023 | 2,983 | $206.3M | $6.2M | $11.2M |
| 2022 | 2,674 | $187.2M | $5.6M | $10.2M |
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 |
|---|---|---|---|---|
| EISNERAMPER LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- EISNERAMPER LLP — 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 | $469,096 | $30,872 | — | — | — |
| 2023 | $488,518 | $127,989 | $337,679 | $22,850 | — |
| 2022 | $439,432 | $347,198 | $70,384 | — | $21,850 |