Plan Snapshot
- Plan Sponsor: The Coca-Cola Company
- Sponsor EIN: 580628465
- Sponsor Address: PO BOX 1734, ATLANTA, GA, 30301
- Plan Type: 401(k)
- Total Participants: 7,812
- Total Assets: $3.8B
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- 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 | 7,812 | $3.8B | $43.3M | $102.3M |
| 2023 | 7,547 | $3.5B | $39.3M | $95.5M |
| 2022 | 7,730 | $3.4B | $38.2M | $89.0M |
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 |
|---|---|---|---|---|
| ERNST & YOUNG, LLP | 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 | — | — | — | — | — |
| 2023 | $1,947,118 | $989,527 | — | $93,000 | — |
| 2022 | $1,916,930 | $660,987 | — | — | $93,116 |