Plan Ledger DOL Form 5500 · updated monthly

G & J Pepsi-Cola Bottlers, Inc.401(k)

G & J PEPSI-COLA BOTTLERS, INC. EMPLOYEES 401(K) RETIREMENT PLAN · CINCINNATI, OH · plan year 2024

Reported admin expense ratio · 2024
0.08%

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

G & J Pepsi-Cola Bottlers, Inc. reported $87,576 in plan administrative expenses for 2024: 0.08% of average plan assets, below the peer median. Employer contributions averaged $1,406 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 0.083%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other manufacturing employers. By assets it is the 343rd-largest of 3,295 plans among Ohio employers on file, and the 1,776th of 13,661 in manufacturing. In 2024, employees put in $3.33 for every $1.00 the employer contributed; active participation has grown from 1,215 to 1,408 since 2022.

Plan summary
Net assets, end of year$109,952,285
Participants with balances1,586
Active participants1,408
Employer contributions$1,979,399
Employee contributions$6,586,640
Employer contribution per active participant$1,406
Average account balance$69,327
Benefits paid to participants$13,750,823
Plan auditUnmodified (clean) audit opinion
AuditorCLARK SCHAEFER HACKETT AND COMPANY
Plan history3
Yearassets · accounts · employer contribution
2024$110.0M · 1,586 accts · $2.0M emplr
2023$101.4M · 1,572 accts · $1.8M emplr
2022$85.5M · 1,410 accts · $1.6M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$87,576
Total administrative$87,576
The G & J Pepsi-Cola Bottlers, Inc. 401(k) match · 2024
Employer contribution per active participant$1,406
Median for plans this size$3,635
2024$1,406 per active participant
2023$1,297 per active participant
2022$1,292 per active participant

G & J Pepsi-Cola Bottlers, Inc.'s 2024 employer contribution ran below the $3,635 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
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$87,575
MORNINGSTAR INVESTMENT MANAGEMENT L · Investment advisory (participants)indirect comp

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$87,576 · 0.08%
2023$97,024 · 0.10%
2022$82,466 · 0.08%
All plans at this employer2
G & J PEPSI-COLA BOTTLERS, INC. EMPLOYEES 401(K) RETIREMENT PLAN401(k)
G & J PEPSI-COLA BOTTLERS, INC. EMPLOYEES 401(K) UNION NEGOTIATED PLAN401(k)
Same employer
Similar plansManufacturing · Ohio
Dmax, LTD. OH$113.5M · 0.24%
Trivium Packaging USA Inc. OH$111.2M · 0.06%
Hexpol Holding, Inc. OH$110.0M · 0.18%
Dubois Chemicals, Inc. OH$107.1M · 0.09%
Libbey Glass LLC OH$107.0M · 0.14%
Arrow International, Inc. OH$106.4M · 0.07%

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Source: U.S. Department of Labor, Form 5500 series, EIN 341031008 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.