Plan Ledger DOL Form 5500 · updated monthly

Coca-Cola Beverages Northeast, Inc.401(k)

COCA COLA BEVERAGES NORTHEAST, INC. INCENTIVE SAVINGS PLAN · BEDFORD, NH · plan year 2024

Reported admin expense ratio · 2024
0.15%

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

Coca-Cola Beverages Northeast, Inc. reported $561,472 in plan administrative expenses for 2024: 0.15% of average plan assets, higher than ~75% of peers. Employer contributions averaged $4,044 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 0.14% to 0.15%. The plan sits in the $250M–$1B size bracket, benchmarked here against 2,883 comparable plans and shown alongside other manufacturing employers. By assets it is the 10th-largest of 411 plans among New Hampshire employers on file, and the 673rd of 13,661 in manufacturing. In 2024, employees put in $1.85 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$400,152,906
Participants with balances3,465
Active participants2,768
Employer contributions$11,192,956
Employee contributions$20,717,809
Employer contribution per active participant$4,044
Average account balance$115,484
Benefits paid to participants$41,208,499
Plan auditUnmodified (clean) audit opinion
AuditorBOIVIN AND ASSOCIATES, CPAS, PLLC
Plan history3
Yearassets · accounts · employer contribution
2024$400.2M · 3,465 accts · $11.2M emplr
2023$362.6M · 3,473 accts · $9.5M emplr
2022$307.9M · 3,299 accts · $8.8M emplr
The Coca-Cola Beverages Northeast, Inc. 401(k) match · 2024
Employer contribution per active participant$4,044
Median for plans this size$4,294
2024$4,044 per active participant
2023$3,376 per active participant
2022$3,267 per active participant

Coca-Cola Beverages Northeast, Inc.'s 2024 employer contribution ran below the $4,294 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 · 20242
THE VANGUARD GROUP, INC. · Recordkeeping · Consulting$342,295
VANGUARD ADVISERS INC. · Investment advisory (participants)$251,677

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

Recordkeeper by year2
2024Vanguard
2023Vanguard

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

Administrative cost history3
2024$561,472 · 0.15%
2023$510,276 · 0.15%
2022$470,465 · 0.14%
Same employer
Similar plansManufacturing · New Hampshire
Hypertherm, Inc. NH$872.0M · 0.01%
Albany International Corp. NH$481.4M · 0.06%
Nmb (USA) Inc. NH$279.2M · 0.04%
Celestica, LLC NH$259.7M · 0.09%
Allegro Microsystems NH$259.6M · 0.08%
Sprague Resources Gp LLC NH$201.8M · 0.07%

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Source: U.S. Department of Labor, Form 5500 series, EIN 042614952 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.