Plan Snapshot
- Plan Sponsor: The Coca-Cola Bottlers Association
- Sponsor EIN: 580198280
- Sponsor Address: 3282 NORTHSIDE PRKWAY, STE 200, ATLANTA, GA, 30327
- Plan Type: 401(k)
- Total Participants: 14,105
- Total Assets: $961.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 14,105 | $961.6M | $28.4M | $55.4M |
| 2023 | 20,068 | $839.3M | $25.5M | $51.2M |
| 2022 | 19,724 | $704.2M | $30.8M | $60.9M |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | CONTRACT ADMINISTRATOR | $1,313,927 | — | $1,313,927 |
| THE COCA-COLA BOTTLERS' | CONTRACT ADMINISTRATOR | $6,500 | — | $6,500 |
| SMITH AND HOWARD | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,320,427
- Estimated Expense Ratio: 0.137% 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 | $1,320,427 | $6,500 | $1,313,927 | — | — |
| 2023 | $1,910,316 | — | $1,910,316 | — | — |
| 2022 | $1,414,533 | $1,750 | $1,411,033 | — | $1,750 |