Plan Snapshot
- Plan Sponsor: The Coca-Cola Bottling Co. Of The Lehigh Valley
- Sponsor EIN: 240863382
- Sponsor Address: 200 ALPHA DRIVE, PITTSBURGH, PA, 152382906
- Plan Type: DB
- Total Participants: 133
- Total Assets: $6.3M
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 | 133 | $6.3M | $350,090 | $0 |
| 2023 | 117 | $5.7M | $325,321 | $0 |
| 2022 | 89 | $5.2M | $715,818 | $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 |
|---|---|---|---|---|
| BDO USA, P.C. | Auditor | $71,089 | — | $71,089 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BDO USA, P.C. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $71,089
- Estimated Expense Ratio: 1.137% 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 | $88,865 | $15,284 | — | $71,089 | — |
| 2023 | $116,508 | $110,838 | — | $5,670 | — |
| 2022 | $125,117 | $113,727 | — | — | $11,390 |