Plan Ledger DOL Form 5500 · updated monthly

Durham Coca-Cola Bottling Company401(k)

DURHAM COCA-COLA BOTTLING COMPANY 401(K) PROFIT SHARING PLAN · DURHAM, NC · plan year 2024

Reported admin expense ratio · 2024
0.49%

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

Durham Coca-Cola Bottling Company reported $47,291 in plan administrative expenses for 2024: 0.49% of average plan assets, below the peer median. Employer contributions averaged $604 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 3 years on file its reported administrative ratio has held roughly steady near 0.49%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in North Carolina (1,117th of 2,005), and 8,860th of 13,661 in manufacturing. In 2024, employees put in $3.82 for every $1.00 the employer contributed; active participation has grown from 128 to 141 since 2022.

Plan summary
Net assets, end of year$9,854,823
Participants with balances128
Active participants141
Employer contributions$85,229
Employee contributions$325,626
Employer contribution per active participant$604
Average account balance$76,991
Benefits paid to participants$1,190,400
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$9.9M · 128 accts · $85K emplr
2023$9.4M · 123 accts · $78K emplr
2022$9.6M · 127 accts · $78K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$47,291
Total administrative$47,291
The Durham Coca-Cola Bottling Company 401(k) match · 2024
Employer contribution per active participant$604
Median for plans this size$1,313
2024$604 per active participant
2023$550 per active participant
2022$606 per active participant

Durham Coca-Cola Bottling Company's 2024 employer contribution ran below the $1,313 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
JOHN HANCOCK LIFE INS. CO. (USA) · Recordkeeping · Investment management$44,391
CORPORATE PLANS & SERVICES, INC. · Loan processing$2,900

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

Recordkeeper by year2
2024John Hancock
2023John Hancock

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

Administrative cost history3
2024$47,291 · 0.49%
2023$48,128 · 0.51%
2022$54,549 · 0.50%
Same employer
Similar plansManufacturing · North Carolina
Medical Specialties, Inc. NC$9.9M · 0.08%
Galvan Industries, Inc. NC$9.9M · 0.45%
Wireway Husky Corporation NC$9.8M · 0.50%
K-Flex USA LLC NC$9.8M · 0.49%
Von Drehle Corporation NC$9.6M · 1.06%

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Source: U.S. Department of Labor, Form 5500 series, EIN 560207560 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.