# Pepsi Bottling Ventures LLC 401(k) Plan
Source: https://planprovider.pro/companies/pepsi-bottling-ventures-llc-401k-plan

> Pepsi Bottling Ventures LLC's 401(k) plan: 3,141 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| JOHN HANCOCK|RETAINED BY CLIENT|$240,013|—|$240,013|

| COMPERIO RETIREMENT CONSULTING, IN|INVESTMENT ADVISOR|$70,000|—|$70,000|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$54,331|—|$54,331|

| STRATEGIC ADVISORS, INC.|ADVISOR|$30,872|—|$30,872|

| HUGHES, PITTMAN & GUPTON, LLP|RETAINED BY CLIENT|$23,500|—|$23,500|

| EISNERAMPER LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [JOHN HANCOCK](https://planprovider.pro/provider/john-hancock) — RETAINED BY CLIENT

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [HUGHES, PITTMAN & GUPTON, LLP](https://planprovider.pro/provider/hughes-pittman-and-gupton-llp) — RETAINED BY CLIENT

- [EISNERAMPER LLP](https://planprovider.pro/provider/eisneramper-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $418,716

- **Estimated Expense Ratio:** 0.191% 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|$469,096|$30,872|—|—|—|

| 2023|$488,518|$127,989|$337,679|$22,850|—|

| 2022|$439,432|$347,198|$70,384|—|$21,850|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/pepsi-bottling-ventures-llc-401k-plan)

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