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: 003
- Total Participants: 0
- Total Assets: $70.4M
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 | $70.4M | $0 | $0 |
| 2023 | 0 | $67.0M | $0 | $0 |
| 2022 | 0 | $71.4M | $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 |
|---|---|---|---|---|
| INVESCO CAPITAL MANAGEMENT | Other Service Provider | $50,983 | — | $50,983 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $50,983
- Estimated Expense Ratio: 0.072% 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 | $31,041 | $30,920 | — | — | — |
| 2023 | $52,669 | $52,669 | — | — | — |
| 2022 | $45,283 | $45,441 | — | — | -$148 |