# 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-876272550-005

> 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:** 005

- **Total Participants:** 0

- **Total Assets:** $106.2M

## 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|$106.2M|$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|

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

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $92,095

- **Estimated Expense Ratio:** 0.087% 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|$83,941|$79,828|—|—|—|

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