# The Coca-Cola Company Master Trust For 401(K) Plans 401(k) Plan
Source: https://planprovider.pro/companies/the-coca-cola-company-master-trust-for-401-k-plans-876272550-002

> The Coca-Cola Company Master Trust For 401(K) Plans'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 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](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:** $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|

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