# The Coca-Cola Bottlers Association 401(k) Plan
Source: https://planprovider.pro/companies/the-coca-cola-bottlers-association-401k-plan

> The Coca-Cola Bottlers Association's 401(k) plan: 14,105 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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