Plan Ledger DOL Form 5500 · updated monthly

Coca-Cola Bottling Company United, Inc.401(k)

COCA-COLA BOTTLING COMPANY UNITED, INC. 401(K) PLAN · BIRMINGHAM, AL · plan year 2024

Reported admin expense ratio · 2024
0.16%

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

Coca-Cola Bottling Company United, Inc. reported $887,557 in plan administrative expenses for 2024: 0.16% of average plan assets, higher than ~75% of peers. Employer contributions averaged $2,712 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 fell from 0.20% to 0.16%. 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 13th-largest of 902 plans among Alabama employers on file, and the 492nd of 13,661 in manufacturing. In 2024, employees put in $1.75 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$609,568,321
Participants with balances10,924
Active participants9,930
Employer contributions$26,933,562
Employee contributions$47,199,033
Employer contribution per active participant$2,712
Average account balance$55,801
Benefits paid to participants$65,789,133
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$609.6M · 10,924 accts · $26.9M emplr
2023$530.1M · 10,737 accts · $25.5M emplr
2022$435.9M · 10,268 accts · $23.7M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$436,205
Investment management$365,000
Audit (IQPA)$26,291
Total administrative$887,557
The Coca-Cola Bottling Company United, Inc. 401(k) match · 2024
Employer contribution per active participant$2,712
Median for plans this size$4,294
2024$2,712 per active participant
2023$2,779 per active participant
2022$2,562 per active participant

Coca-Cola Bottling Company United, 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 · 20244
KESTRA INVESTMENT SERVICES LLC · Investment advisory (plan)$365,000
MERCER INVESTMENTS LLC · Consulting$60,061
WARREN AVERETT CPAS AND ADVISORS · Accounting / audit$26,291

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$887,557 · 0.16%
2023$1,017,483 · 0.21%
2022$955,486 · 0.20%
Same employer
Similar plansManufacturing · Alabama
Altec Industries, Inc. AL$986.4M · 0.01%
Am/Ns Calvert LLC AL$288.5M · 0.02%
McWane, Inc. AL$264.9M · 0.06%

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Source: U.S. Department of Labor, Form 5500 series, EIN 580148710 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.