Plan Snapshot
- Plan Sponsor: Refresco Beverages Us INC.
- Sponsor EIN: 581947565
- Sponsor Address: 8112 WOODLAND CENTER BLVD, TAMPA, FL, 336142403
- Plan Type: 401(k)
- Total Participants: 4,590
- Total Assets: $216.8M
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 | 4,590 | $216.8M | $7.3M | $16.2M |
| 2023 | 4,761 | $207.7M | $5.7M | $14.9M |
| 2022 | 4,493 | $177.5M | $5.0M | $14.3M |
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 |
|---|---|---|---|---|
| CBIZ CPAS P.C. | Auditor | — | — | $0 |
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 | $545,277 | — | $545,277 | — | — |
| 2023 | $851,918 | $88,923 | $762,995 | — | — |
| 2022 | $900,833 | $96,387 | $778,196 | — | $26,250 |