Plan Ledger DOL Form 5500 · updated monthly

Coca-Cola Consolidated, Inc.401(k)

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

Reported admin expense ratio · 2024
0.11%

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

Coca-Cola Consolidated, Inc. reported $1,104,527 in plan administrative expenses for 2024: 0.11% of average plan assets, higher than ~75% of peers. Employer contributions averaged $2,090 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 0.09% to 0.11%. The plan sits in the over $1B size bracket, benchmarked here against 1,229 comparable plans and shown alongside other manufacturing employers. By assets it is the 43rd-largest of 2,005 plans among North Carolina employers on file, and the 315th of 13,661 in manufacturing. In 2024, employees put in $1.54 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$1,064,588,046
Participants with balances14,756
Active participants15,486
Employer contributions$32,372,104
Employee contributions$49,863,610
Employer contribution per active participant$2,090
Average account balance$72,146
Benefits paid to participants$99,773,509
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$1.1B · 14,756 accts · $32.4M emplr
2023$945.5M · 15,677 accts · $30.5M emplr
2022$810.4M · 14,397 accts · $27.4M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$1,104,527
Total administrative$1,104,527
The Coca-Cola Consolidated, Inc. 401(k) match · 2024
Employer contribution per active participant$2,090
Median for plans this size$5,259
2024$2,090 per active participant
2023$1,954 per active participant
2022$1,812 per active participant

Coca-Cola Consolidated, Inc.'s 2024 employer contribution ran below the $5,259 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$1,308,209
CAPTRUST FINANCIAL ADVISORS · Consulting$183,883

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$1,104,527 · 0.11%
2023$911,630 · 0.10%
2022$791,013 · 0.09%
Same employer
Similar plansManufacturing · North Carolina
Vf Corporation NC$1.1B · 0.11%
Spx Enterprises, LLC NC$1.1B · 0.05%
Biomerieux, Inc. NC$1.1B · 0.08%
Albemarle Corporation NC$956.9M · 0.05%
Sandvik, Inc. NC$693.0M · 0.03%

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Source: U.S. Department of Labor, Form 5500 series, EIN 560950585 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.