Plan Ledger DOL Form 5500 · updated monthly

Caribbean Refrescos, Inc.401(k)

CARIBBEAN REFRESCOS, INC. THRIFT PLAN · CIDRA, PR · plan year 2024

Reported admin expense ratio · 2024
0.01%

Peer grade: A- · admin costs + employer contributions vs same-size plans · how grading works

Caribbean Refrescos, Inc. reported $6,355 in plan administrative expenses for 2024: 0.01% of average plan assets, lower than ~75% of peers. Employer contributions averaged $6,627 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio rose from 0.011% to 0.012%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other manufacturing employers. By assets it is the 32nd-largest of 323 plans among PR employers on file, and the 2,998th of 13,661 in manufacturing. In 2024, employees put in $1.04 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$53,475,452
Participants with balances382
Active participants263
Employer contributions$1,743,015
Employee contributions$1,809,515
Employer contribution per active participant$6,627
Average account balance$139,988
Benefits paid to participants$6,905,631
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$53.5M · 382 accts · $1.7M emplr
2023$51.4M · 437 accts · $1.8M emplr
2022$50.4M · 418 accts · $1.8M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$6,355
Total administrative$6,355
The Caribbean Refrescos, Inc. 401(k) match · 2024
Employer contribution per active participant$6,627
Median for plans this size$3,635
2024$6,627 per active participant
2023$6,470 per active participant
2022$6,923 per active participant

Caribbean Refrescos, Inc.'s 2024 employer contribution ran above the $3,635 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241
TRANSAMERICA RETIREMENT SOLUTIONS · Claims processing · Recordkeeping$6,355

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024Transamerica
2023Transamerica

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$6,355 · 0.01%
2023$3,736 · 0.01%
2022$5,627 · 0.01%
Same employer
Similar plansManufacturing · PR
CC1 Limited Partnership PR$60.7M · 0.22%
Teva Pr LLC PR$34.4M · 0.19%

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Source: U.S. Department of Labor, Form 5500 series, EIN 660276572 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.