# Pepsi-Cola Bottlers Standing-In-The-Future 401(K) Multiple Employer 401(k) Plan
Source: https://planprovider.pro/companies/pepsi-cola-bottlers-standing-in-the-future-401-k-multiple-employer-401k-plan

> Pepsi-Cola Bottlers Standing-In-The-Future 401(K) Multiple Employer's 401(k) plan: 1,996 participants, plan year 2024 financials, providers, and benchmarks f…

Form 5500 filing data for plan year 2024.

## 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|

| CAPFINANCIAL PARTNERS LLC|INVESTMENT ADVISOR|$409,114|—|$409,114|

| EMPOWER ANNUITY INSURANCE COMPANY|RECORDKEEPER|$245,661|—|$245,661|

| PCBA VAULT INC.|CONSULTING|$156,115|—|$156,115|

| ASCENSUS HOLDINGS DBA FUTUREPLAN|CONTRACT ADMIN|$110,928|—|$110,928|

| LILLING & COMPANY LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [LILLING & COMPANY LLP](https://planprovider.pro/provider/lilling-and-company-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $921,818

- **Estimated Expense Ratio:** 0.735% 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|$843,494|$409,114|$267,044|—|—|

| 2023|$734,120|$347,588|$233,379|—|—|

| 2022|$710,428|—|$710,428|—|—|

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/pepsi-cola-bottlers-standing-in-the-future-401-k-multiple-employer-401k-plan)

© 2026 PlanProvider.Pro