Plan Ledger DOL Form 5500 · updated monthly

Pepsi-Cola Bottlers Standing-In-The-Future 401(K) Multiple Employer401(k)

PEPSI-COLA BOTTLERS STANDING-IN-THE-FUTURE 401(K) MULTIPLE EMPLOYER PLAN · ANNAPOLIS, MD · plan year 2024

Reported admin expense ratio · 2024
0.71%

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

Pepsi-Cola Bottlers Standing-In-The-Future 401(K) Multiple Employer reported $843,494 in plan administrative expenses for 2024: 0.71% of average plan assets, higher than ~90% of peers. Employer contributions averaged $1,664 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 0.67% to 0.71%. 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 139th-largest of 1,671 plans among Maryland employers on file, and the 1,612th of 13,661 in manufacturing. In 2024, employees put in $1.65 for every $1.00 the employer contributed; active participation has grown from 1,611 to 1,996 since 2022.

Plan summary
Net assets, end of year$125,254,147
Participants with balances1,974
Active participants1,996
Employer contributions$3,321,101
Employee contributions$5,483,647
Employer contribution per active participant$1,664
Average account balance$63,452
Benefits paid to participants$8,650,973
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$125.3M · 1,974 accts · $3.3M emplr
2023$112.5M · 2,048 accts · $3.3M emplr
2022$97.0M · 1,814 accts · $3.2M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$434,380
Investment management$409,114
Total administrative$843,494
The Pepsi-Cola Bottlers Standing-In-The-Future 401(K) Multiple Employer 401(k) match · 2024
Employer contribution per active participant$1,664
Median for plans this size$3,635
2024$1,664 per active participant
2023$1,779 per active participant
2022$1,972 per active participant

Pepsi-Cola Bottlers Standing-In-The-Future 401(K) Multiple Employer'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 · 20244
CAPFINANCIAL PARTNERS LLC · Investment advisory (plan)$409,114
PCBA VAULT INC.$156,115
ASCENSUS HOLDINGS DBA FUTUREPLAN · Contract administrator$110,928

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$843,494 · 0.71%
2023$734,120 · 0.70%
2022$710,428 · 0.67%
Similar plansManufacturing · Maryland
Dvcc, LLC MD$184.5M · 0.05%
Fidelity Engineering, LLC MD$151.7M · 0.34%
Bisgp MD$114.4M · 0.41%
Canam Steel Corporation MD$95.1M · 0.15%
Mra Systems, LLC MD$89.9M · 0.05%

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Source: U.S. Department of Labor, Form 5500 series, EIN 474984225 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.