Plan Ledger DOL Form 5500 · updated monthly

Pepsi Northwest Beverages401(k)

PEPSI NORTHWEST BEVERAGES 401(K) PLAN · TUMWATER, WA · plan year 2024

Reported admin expense ratio · 2024
0.01%

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

Pepsi Northwest Beverages reported $2,794 in plan administrative expenses for 2024: 0.01% of average plan assets, lower than ~75% of peers. Employer contributions averaged $5,121 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 0.00% to 0.01%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other wholesale trade employers. By assets it is the 339th-largest of 1,714 plans among Washington employers on file, and the 807th of 4,246 in wholesale trade. In 2024, employees put in $1.13 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$51,050,063
Participants with balances549
Active participants392
Employer contributions$2,007,291
Employee contributions$2,277,065
Employer contribution per active participant$5,121
Average account balance$92,987
Benefits paid to participants$4,932,643
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$51.1M · 549 accts · $2.0M emplr
2023$46.2M · 636 accts · $2.0M emplr
2022$41.5M · 654 accts · $2.0M emplr
The Pepsi Northwest Beverages 401(k) match · 2024
Employer contribution per active participant$5,121
Median for plans this size$2,416
2024$5,121 per active participant
2023$5,259 per active participant
2022$5,245 per active participant

Pepsi Northwest Beverages's 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top 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 · 20241
THE VANGUARD GROUP, INC. · Recordkeeping · Trustee (directed)$1,375

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

Recordkeeper by year2
2024Vanguard
2023Vanguard

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Administrative cost history3
2024$2,794 · 0.01%
2023$1,399 · 0.00%
2022$1,500 · 0.00%
Same employer
Similar plansWholesale Trade · Washington
Keller Supply Company WA$67.6M · 0.49%
Bargreen-Ellingson, Inc. WA$61.3M · 0.21%
Key Tronic Corporation WA$51.2M · 0.16%
Bda, LLC WA$48.7M · 0.44%
United Grain Corporation WA$42.1M · 0.11%

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Source: U.S. Department of Labor, Form 5500 series, EIN 204737891 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.