Plan Snapshot
- Plan Sponsor: The Coca-Cola Company Master Trust For 401(K) Plans
- Sponsor EIN: 876272550
- Sponsor Address: P.O. BOX 1734, ATLANTA, GA, 303011734
- Plan Type: 401(k)
- Plan Number: 002
- Total Participants: 0
- Total Assets: $154.9M
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 | $154.9M | $0 | $0 |
| 2023 | 0 | $146.4M | $0 | $0 |
| 2022 | 0 | $136.2M | $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 |
|---|---|---|---|---|
| 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 |
| NORTHERN TRUST COMPANY | Other Service Provider | $6,196 | — | $6,196 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- VICTORY CAPITAL MANAGEMENT — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $625,530
- Estimated Expense Ratio: 0.404% 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 | $507,337 | $500,830 | — | — | — |
| 2023 | $567,119 | $561,762 | — | — | — |
| 2022 | $432,381 | $428,521 | — | — | $5,155 |