Plan Ledger DOL Form 5500 · updated monthly

Pepsi-Cola Puerto Rico Distributing LLC401(k)

PEPSI-COLA PUERTO RICO DISTRIBUTING LLC 1165(E) SAVINGS PLAN · TOA BAJA, PR · plan year 2024

Reported admin expense ratio · 2024
0.51%

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

Pepsi-Cola Puerto Rico Distributing LLC reported $75,067 in plan administrative expenses for 2024: 0.51% of average plan assets, higher than ~75% of peers. Employer contributions averaged $833 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 0.51%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other manufacturing employers. By assets it is the 86th-largest of 323 plans among PR employers on file, and 6,853rd of 13,661 in manufacturing. In 2024, employees put in $2.07 for every $1.00 the employer contributed; active participation has shrunk from 690 to 551 since 2022.

Plan summary
Net assets, end of year$15,831,542
Participants with balances558
Active participants551
Employer contributions$459,102
Employee contributions$952,567
Employer contribution per active participant$833
Average account balance$28,372
Benefits paid to participants$901,207
Plan auditUnmodified (clean) audit opinion
AuditorRODRIGUEZ-SANABRIA & CO.
Plan history3
Yearassets · accounts · employer contribution
2024$15.8M · 558 accts · $459K emplr
2023$13.7M · 552 accts · $421K emplr
2022$11.6M · 545 accts · $881K emplr
The Pepsi-Cola Puerto Rico Distributing LLC 401(k) match · 2024
Employer contribution per active participant$833
Median for plans this size$2,416
2024$833 per active participant
2023$642 per active participant
2022$1,277 per active participant

Pepsi-Cola Puerto Rico Distributing LLC's 2024 employer contribution ran below the $2,416 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 · 20243
ONEDIGITAL INVESTMENT ADVISORS LLC · Investment advisory (plan)$63,194
A & A EMPLOYEE BENEFITS CONSULTING · Contract administratorindirect 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$75,067 · 0.51%
2023$67,646 · 0.53%
2022$68,466 · 0.52%
Same employer
Similar plansManufacturing · PR
Auro Pr Inc. PR$20.6M · 0.29%
Suiza Dairy Corp. PR$20.2M · 0.11%
Henkel Puerto Rico, Inc. PR$20.0M · 0.09%
Combe Products Inc PR$15.0M · 0.17%
Destileria Serralles PR$11.8M · 0.41%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 660591354 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.