Plan Snapshot
- Plan Sponsor: The Coca-Cola Company
- Sponsor EIN: 580628465
- Sponsor Address: P.O. BOX 1734, ATLANTA, GA, 30301
- Plan Type: 401(k)
- Plan Number: 003
- Total Participants: 0
- Total Assets: $3.9B
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 | 0 | $3.9B | $0 | $0 |
| 2023 | 0 | $4.2B | $0 | $0 |
| 2022 | 0 | $4.4B | $0 | $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 |
|---|---|---|---|---|
| NORTHERN TRUST COMPANY | Other Service Provider | $3,689,592 | — | $3,689,592 |
| WILLIS TOWERS WATSON US LLC | Recordkeeper | $3,335,094 | — | $3,335,094 |
| APTITUDE INVESTMENT MANAGEMENT LP | Other Service Provider | $2,602,548 | — | $2,602,548 |
| TOWERS WATSON INVESTMENT SERVICE IN | Other Service Provider | $1,757,027 | — | $1,757,027 |
| JP MORGAN CHASE BANK | Other Service Provider | $1,540,855 | — | $1,540,855 |
| LEGAL & GENERAL INVESTMENT | Other Service Provider | $1,111,817 | — | $1,111,817 |
| OAK HILL ADVISORS | Other Service Provider | $895,777 | — | $895,777 |
| WILLIAM BLAIR INVESTMENT MGT LLC | Other Service Provider | $315,273 | — | $315,273 |
| BRIGADE CAPITAL MANAGEMENT, LLC | Other Service Provider | $312,711 | — | $312,711 |
| BLUE BAY ASSET MANAGEMENT | Other Service Provider | $306,123 | — | $306,123 |
| BLACK CREEK INVESTMENT MGMT | Other Service Provider | $301,744 | — | $301,744 |
| SKYBRIDGE CAPITAL II, LLC | Other Service Provider | $280,587 | — | $280,587 |
| AETNA LIFE INSURANCE COMPANY | Other Service Provider | $143,749 | — | $143,749 |
| BENASSIST RETIREMENT CONSULTING, LL | Other Service Provider | $124,078 | — | $124,078 |
| CAMBRIDGE ASSOCIATES LLC | Other Service Provider | $93,423 | — | $93,423 |
| ARTISAN PARTNERS LIMITED PARTNERSHI | Other Service Provider | $55,944 | — | $55,944 |
| PARAMETRIC | Other Service Provider | $51,348 | — | $51,348 |
| WELLINGTON TRUST COMPANY | Other Service Provider | $36,430 | — | $36,430 |
| DARWILL PRESS | Other Service Provider | $26,328 | — | $26,328 |
| BRIGHTHOUSE LIFE INSURANCE COMPANY | Other Service Provider | $11,160 | — | $11,160 |
| METLIFE | Other Service Provider | $11,147 | — | $11,147 |
| PRICEWATERHOUSECOOPERS LLP | Auditor | $7,921 | — | $7,921 |
| QDRO CONSULTANTS CO. LLC | Other Service Provider | $7,590 | — | $7,590 |
| 5500TAX GROUP, INC. | Other Service Provider | $5,400 | — | $5,400 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WILLIS TOWERS WATSON US LLC — Recordkeeper
- PRICEWATERHOUSECOOPERS LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $17,023,666
- Estimated Expense Ratio: 0.434% 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 | $24,306,220 | $3,689,592 | $2,131,267 | $14,500,804 | — |
| 2023 | $26,579,732 | $16,826,999 | $984,587 | — | — |
| 2022 | $44,348,698 | $22,588,194 | -$16 | — | $8,538,045 |