# The Coca-Cola Bottling Co. Of The Lehigh Valley DB Plan
Source: https://planprovider.pro/companies/the-coca-cola-bottling-co-of-the-lehigh-valley-plan

> The Coca-Cola Bottling Co. Of The Lehigh Valley's DB plan: 133 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 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.](https://planprovider.pro/provider/bdo-usa-pc) — 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|

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