Plan Ledger DOL Form 5500 · updated monthly

Ccbcc Operations LLC401(k)

COCA-COLA CONSOLIDATED, INC. BARGAINING EMPLOYEES 401(K) PLAN · CHARLOTTE, NC · plan year 2024

Reported admin expense ratio · 2024
0.32%

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

Ccbcc Operations LLC reported $103,474 in plan administrative expenses for 2024: 0.32% of average plan assets, above the peer median. Employer contributions averaged $314 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 0.17% to 0.32%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other manufacturing employers. By assets it is the 507th-largest of 2,005 plans among North Carolina employers on file, and the 4,131st of 13,661 in manufacturing. In 2024, employees put in $4.09 for every $1.00 the employer contributed; active participation has grown from 1,391 to 2,114 since 2022.

Plan summary
Net assets, end of year$33,811,992
Participants with balances807
Active participants2,114
Employer contributions$663,631
Employee contributions$2,712,589
Employer contribution per active participant$314
Average account balance$41,898
Benefits paid to participants$3,477,363
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$33.8M · 807 accts · $664K emplr
2023$30.2M · 693 accts · $479K emplr
2022$27.5M · 589 accts · $464K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$103,474
Total administrative$103,474
The Ccbcc Operations LLC 401(k) match · 2024
Employer contribution per active participant$314
Median for plans this size$2,416
2024$314 per active participant
2023$272 per active participant
2022$334 per active participant

Ccbcc Operations LLC's 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom quarter of its peers. 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 · 20242
FIDELITY INV. INST. OPS. CO. · Loan processing$64,854
CAPTRUST FINANCIAL ADVISORS · Consulting$38,620

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

Administrative cost history3
2024$103,474 · 0.32%
2023$54,491 · 0.19%
2022$51,552 · 0.17%
Similar plansManufacturing · North Carolina
Endura Products, Inc. NC$35.5M · 0.47%
US Conec LTD. NC$34.4M · 0.21%
U.S. Cotton, LLC NC$34.0M · 0.23%
Jordan Timberlands, Inc. NC$33.9M · 0.36%
Premier Magnesia LLC NC$33.0M · 0.10%
Kymera International NC$32.5M · 0.07%
H.W. Culp Lumber Company NC$31.9M · 0.30%

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Source: U.S. Department of Labor, Form 5500 series, EIN 200234821 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.