Plan Snapshot
- Plan Sponsor: Refresco Beverages Us INC.
- Sponsor EIN: 581947565
- Sponsor Address: 8112 WOODLAND CENTER BLVD, TAMPA, FL, 33614
- Plan Type: DB
- Total Participants: 431
- Total Assets: $2.2M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 431 | $2.2M | $1.1M | $0 |
| 2023 | 462 | $1.2M | $1.1M | $0 |
| 2022 | 461 | $269,290 | $305,654 | $0 |
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 | $129,002 | $15,000 | $89,702 | — | — |
| 2023 | $109,156 | $15,375 | $66,406 | — | — |
| 2022 | $53,288 | $7,500 | $38,288 | — | $7,500 |