# The Coca-Cola Company 401(k) Plan
Source: https://planprovider.pro/companies/the-coca-cola-company-876272550-004

> 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:** 876272550

- **Sponsor Address:** P.O. BOX 1734, ATLANTA, GA, 303011734

- **Plan Type:** 401(k)

- **Plan Number:** 004

- **Total Participants:** 0

- **Total Assets:** $3.8B

## 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|$3.8B|$0|$0|

| 2023|0|$3.5B|$0|$0|

| 2022|0|$3.4B|$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|$333,174|—|$333,174|

| INVESCO CAPITAL MANAGEMENT|Other Service Provider|$325,878|—|$325,878|

| VICTORY CAPITAL MANAGEMENT|Investment Advisor|$254,050|—|$254,050|

| WILLIAM BLAIR INVESTMENT MGMT LLC|Other Service Provider|$235,499|—|$235,499|

| RIVER ROAD ASSET MANAGEMENT LLC|Other Service Provider|$129,785|—|$129,785|

| INVESTEC ASSET MGMT GROUP INC|Other Service Provider|$92,095|—|$92,095|

| MACQUIRE INVESTMENT MGMT ADV|Other Service Provider|$23,317|—|$23,317|

| STATE STREET GLOBAL ADVISORS TRUST|Other Service Provider|$15,816|—|$15,816|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [VICTORY CAPITAL MANAGEMENT](https://planprovider.pro/provider/victory-capital-management-inc) — Investment Advisor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $1,409,614

- **Estimated Expense Ratio:** 0.037% 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|$1,272,894|$823,744|—|—|—|

| 2023|—|—|—|—|—|

| 2022|—|—|—|—|—|

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