Employers › Coca-Cola Bottling Co United
Recordkeeping fees per participant · Coca-cola Bottling Company United, Inc. 401(k) Plan · plan year 2024
$39.85
Higher than 37% of the 1,697 plans $250M to 1B that report it.
= $435,305 / 10,924
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251010091818NAL0004098115001, received 2025-10-10
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251010091818NAL0004098115001, received 2025-10-10
Percentiles compare this plan with the Schedule H plans $250M to 1B in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-10-10.
Administrative expenses excluding investment management, per participant
$47.84
Higher than 29% of the 2,324 plans $250M to 1B that report it.
= $522,557 / 10,924
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251010091818NAL0004098115001, received 2025-10-10
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251010091818NAL0004098115001, received 2025-10-10
Administrative expenses per participant
$81.25
Higher than 45% of the 2,405 plans $250M to 1B that report it.
= $887,557 / 10,924
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251010091818NAL0004098115001, received 2025-10-10
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251010091818NAL0004098115001, received 2025-10-10
Administrative expenses as a share of assets
0.146%
Higher than 83% of the 2,407 plans $250M to 1B that report it.
= $887,557 / $609,568,321
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251010091818NAL0004098115001, received 2025-10-10
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251010091818NAL0004098115001, received 2025-10-10
Employer contributions per participant
$2,466
Higher than 37% of the 2,457 plans $250M to 1B that report it.
= $26,933,562 / 10,924
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251010091818NAL0004098115001, received 2025-10-10
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251010091818NAL0004098115001, received 2025-10-10
Employer share of total contributions
35.0%
Higher than 63% of the 2,459 plans $250M to 1B that report it.
= $26,933,562 / $76,970,398
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251010091818NAL0004098115001, received 2025-10-10
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251010091818NAL0004098115001, received 2025-10-10
Plan terms are not published in public filings.
3H controlled-group sponsor · 3I · 3D IRS pre-approved plan · 2R participant brokerage window · 2E profit-sharing · 2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2T default investment (QDIA) · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20251010091818NAL0004098115001, received 2025-10-10
| Field | Value | Source |
|---|---|---|
| Plan sponsor | COCA-COLA BOTTLING COMPANY UNITED, INC. | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20251010091818NAL0004098115001, received 2025-10-10 |
| Plan name | COCA-COLA BOTTLING COMPANY UNITED, INC. 401(K) PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20251010091818NAL0004098115001, received 2025-10-10 |
| Sponsor EIN / plan number | 58-0148710 / 003 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20251010091818NAL0004098115001, received 2025-10-10 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20251010091818NAL0004098115001, received 2025-10-10 |
| Sponsor location | BIRMINGHAM, AL | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20251010091818NAL0004098115001, received 2025-10-10 |
| Industry (business code) | 312110, Manufacturing | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20251010091818NAL0004098115001, received 2025-10-10 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20251010091818NAL0004098115001, received 2025-10-10 |
| Filing received | 2025-10-10 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20251010091818NAL0004098115001, received 2025-10-10 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20251010091818NAL0004098115001, received 2025-10-10 |
| Amended filing | yes | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20251010091818NAL0004098115001, received 2025-10-10 |
| Participants, beginning of year | 10,901 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20251010091818NAL0004098115001, received 2025-10-10 |
| Active participants | 9,930 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20251010091818NAL0004098115001, received 2025-10-10 |
| Participants, end of year | 11,630 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20251010091818NAL0004098115001, received 2025-10-10 |
| Participants with an account balance | 10,924 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251010091818NAL0004098115001, received 2025-10-10 |
| Total assets, beginning of year | $530,060,778 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20251010091818NAL0004098115001, received 2025-10-10 |
| Total assets, end of year | $609,568,321 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251010091818NAL0004098115001, received 2025-10-10 |
| Net assets, end of year | $609,568,321 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20251010091818NAL0004098115001, received 2025-10-10 |
| Total income | $146,187,978 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20251010091818NAL0004098115001, received 2025-10-10 |
| Net income | $79,507,543 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20251010091818NAL0004098115001, received 2025-10-10 |
| Employer contributions | $26,933,562 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251010091818NAL0004098115001, received 2025-10-10 |
| Participant contributions | $47,199,033 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20251010091818NAL0004098115001, received 2025-10-10 |
| Other contributions (incl. rollovers) | $2,837,803 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20251010091818NAL0004098115001, received 2025-10-10 |
| Total contributions | $76,970,398 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251010091818NAL0004098115001, received 2025-10-10 |
| Benefit payments | $65,789,133 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20251010091818NAL0004098115001, received 2025-10-10 |
| Total expenses (incl. benefit payments) | $66,680,435 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20251010091818NAL0004098115001, received 2025-10-10 |
| Total administrative expenses | $887,557 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251010091818NAL0004098115001, received 2025-10-10 |
| Contract administrator fees | $900 | Schedule H, line 2i(2); CONTRACT_ADMIN_FEES_AMT pos 106; filing 20251010091818NAL0004098115001, received 2025-10-10 |
| Recordkeeping fees | $435,305 | Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251010091818NAL0004098115001, received 2025-10-10 |
| IQPA audit fees | $26,291 | Schedule H, line 2i(4); IQPA_AUDIT_FEES_AMT pos 161; filing 20251010091818NAL0004098115001, received 2025-10-10 |
| Investment advisory and management fees | $365,000 | Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20251010091818NAL0004098115001, received 2025-10-10 |
| Administrative expenses excluding investment management | $522,557 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251010091818NAL0004098115001, received 2025-10-10 |
| Held in master trusts | $0 | Schedule H, line 1c(11) col (b); INT_MASTER_TR_EOY_AMT pos 53; filing 20251010091818NAL0004098115001, received 2025-10-10 |
| Held in common/collective trusts | $496,516,772 | Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20251010091818NAL0004098115001, received 2025-10-10 |
| Held in mutual funds | $107,552,408 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20251010091818NAL0004098115001, received 2025-10-10 |
| Independent auditor | WARREN AVERETT, LLC | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20251010091818NAL0004098115001, received 2025-10-10 |
Position = column in the DOL layout for form year 2024. Filing 20251010091818NAL0004098115001, received 2025-10-10.
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONALrecordkeeper | RECORDKEEPER | 60 Sub-transfer agency fees; 64 Recordkeeping fees; 65 Account maintenance fees; 71 Securities brokerage commissions and fees | $440,841 | yes |
| KESTRA INVESTMENT SERVICES LLC | ADVISOR | 27 Investment advisory (plan) | $365,000 | no |
| MERCER INVESTMENTS LLC | PLAN SPONSOR | 16 Consulting (general) | $60,061 | no |
| WARREN AVERETT CPAS AND ADVISORS | ACCOUNTANT/AUDITOR | 10 Accounting (including auditing) | $26,291 | no |
Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20251010091818NAL0004098115001, received 2025-10-10.
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $530,060,778 | $609,568,321 | 15.0% |
| Participants with a balance | 10,737 | 10,924 | 1.7% |
| Administrative expenses | $1,017,483 | $887,557 | -12.8% |
| Recordkeeping fees per participant | $55.66 | $39.85 | -28.4% |
| Employer contributions | $25,537,340 | $26,933,562 | 5.5% |
Prior filing 20241004120110NAL0022624626001, received 2024-10-04; the plan years are contiguous.
Sponsor name as filed: COCA-COLA BOTTLING COMPANY UNITED, INC.; SEC registrant: Coca-Cola Bottling Co United, Inc. (CIK 2033845, matched by EIN).