# Piedmont Cheerwine Bottling Company 401(k) Plan
Source: https://planprovider.pro/companies/piedmont-cheerwine-bottling-company-401k-plan

> Piedmont Cheerwine Bottling Company's 401(k) plan: 572 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Piedmont Cheerwine Bottling Company

- **Sponsor EIN:** 560887444

- **Sponsor Address:** 1413 JAKE ALEXANDER BLVD. SOUTH, SALISBURY, NC, 28146

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

- **Total Participants:** 572

- **Total Assets:** $19.9M

## 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|572|$19.9M|$630,366|$1.3M|

| 2023|414|$17.7M|$626,200|$1.2M|

| 2022|382|$14.5M|$611,135|$1.1M|

## 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|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$50,437|—|$50,437|

| MMA SECURITIES|ADVISOR|$20,000|—|$20,000|

| DMJPS PLLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

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

- [MMA SECURITIES](https://planprovider.pro/provider/lpl-financial-llc) — ADVISOR

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $70,437

- **Estimated Expense Ratio:** 0.354% 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|$74,553|$24,116|—|—|—|

| 2023|$66,155|$23,787|—|—|—|

| 2022|$63,289|$3,747|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/piedmont-cheerwine-bottling-company-401k-plan)

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