# Pepsi-Cola Newburgh Bottling Co., INC. 401(k) Plan
Source: https://planprovider.pro/companies/pepsi-cola-newburgh-bottling-co-inc-401k-plan

> Pepsi-Cola Newburgh Bottling Co., INC.'s 401(k) plan: 350 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Pepsi-Cola Newburgh Bottling Co., INC.

- **Sponsor EIN:** 141263911

- **Sponsor Address:** ONE PEPSI WAY, NEWBURGH, NY, 12550

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

- **Total Participants:** 350

- **Total Assets:** $45.4M

## 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|350|$45.4M|$954,377|$1.6M|

| 2023|348|$43.6M|$837,109|$1.4M|

| 2022|331|$37.8M|$749,241|$1.3M|

## 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|

| MERRILL LYNCH, PIERCE, FENNER AND S|RECORDKEEPER|$10,760|—|$10,760|

| BST & CO. CPAS, LLP|ACCOUNTANT|$10,709|—|$10,709|

### Verified Provider Profiles

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

- [BST & CO. CPAS, LLP](https://planprovider.pro/provider/bst-and-co-cpas-llp) — ACCOUNTANT

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $21,469

- **Estimated Expense Ratio:** 0.047% 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|$55,235|—|—|$10,709|—|

| 2023|$76,568|—|—|$16,665|—|

| 2022|$23,650|—|—|—|—|

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