Plan Ledger DOL Form 5500 · updated monthly

Pepsi-Cola Bottling Co. of Hickory, Nc Inc.401(k)

PEPSI-COLA BOTTLING COMPANY OF HICKORY, N.C., INC. PROFIT SHARING AND 401(K) · HICKORY, NC · plan year 2024

Reported admin expense ratio · 2024
0.17%

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

Pepsi-Cola Bottling Co. of Hickory, Nc Inc. reported $136,374 in plan administrative expenses for 2024: 0.17% of average plan assets, above the peer median. Employer contributions averaged $6,154 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 0.16% to 0.17%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other wholesale trade employers. By assets it is the 236th-largest of 2,005 plans among North Carolina employers on file, and the 498th of 4,246 in wholesale trade. In 2024, the employer put in $1.18 for every $1.00 employees contributed themselves; active participation has grown from 291 to 325 since 2022.

Plan summary
Net assets, end of year$84,349,247
Participants with balances373
Active participants325
Employer contributions$2,000,000
Employee contributions$1,696,545
Employer contribution per active participant$6,154
Average account balance$226,137
Benefits paid to participants$5,480,845
Plan auditUnmodified (clean) audit opinion
AuditorBOGGS, CRUMP & BROWN, PA
Plan history3
Yearassets · accounts · employer contribution
2024$84.3M · 373 accts · $2.0M emplr
2023$75.4M · 403 accts · $1.7M emplr
2022$64.0M · 361 accts · $1.5M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$136,374
Total administrative$136,374
The Pepsi-Cola Bottling Co. of Hickory, Nc Inc. 401(k) match · 2024
Employer contribution per active participant$6,154
Median for plans this size$3,635
2024$6,154 per active participant
2023$5,250 per active participant
2022$5,189 per active participant

Pepsi-Cola Bottling Co. of Hickory, Nc Inc.'s 2024 employer contribution ran above the $3,635 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 · 20242
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator$136,374
WILSHIRE ADVISORS LLC · Investment advisory (plan)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$136,374 · 0.17%
2023$113,442 · 0.16%
2022$112,024 · 0.16%
Same employer
Similar plansWholesale Trade · North Carolina
Cornerstone Biopharma, Inc. NC$85.5M · 0.32%
ARC3 Gases, Inc. NC$77.2M · 0.08%
Baker & Taylor, LLC NC$73.1M · 0.10%
Liggett Vector Brands LLC NC$72.0M · 0.08%
Fluid-Flow Products, Inc. NC$70.9M · 0.52%

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Source: U.S. Department of Labor, Form 5500 series, EIN 560585594 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.