# The Coca-Cola Company 401(k) Plan
Source: https://planprovider.pro/companies/the-coca-cola-company-580628465-003

> The Coca-Cola Company's 401(k) plan: 0 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 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](https://planprovider.pro/provider/lincoln-financial-group) — Recordkeeper

- [PRICEWATERHOUSECOOPERS LLP](https://planprovider.pro/provider/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|

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