Plan Snapshot
- Plan Sponsor: Pepsi-Cola Bottlers Standing-In-The-Future 401(K) Multiple Employer
- Sponsor EIN: 474984225
- Sponsor Address: 1910 TOWNE CENTRE BOULEVARD, ANNAPOLIS, MD, 21401
- Plan Type: 401(k)
- Total Participants: 1,996
- Total Assets: $125.4M
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 | 1,996 | $125.4M | $3.3M | $5.5M |
| 2023 | 1,882 | $112.6M | $3.3M | $5.0M |
| 2022 | 1,611 | $97.1M | $3.2M | $4.4M |
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 |
|---|---|---|---|---|
| LILLING & COMPANY LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LILLING & COMPANY 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 | $843,494 | $409,114 | $267,044 | — | — |
| 2023 | $734,120 | $347,588 | $233,379 | — | — |
| 2022 | $710,428 | — | $710,428 | — | — |