Plan Ledger DOL Form 5500 · updated monthly

The Coca-Cola Bottlers Association401(k)

THE COCA-COLA BOTTLERS ASSN 401K RET SAV PLAN · ATLANTA, GA · plan year 2024

Reported admin expense ratio · 2024
0.15%

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

The Coca-Cola Bottlers Association reported $1,320,427 in plan administrative expenses for 2024: 0.15% of average plan assets, higher than ~75% of peers. Employer contributions averaged $2,012 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 fell from 0.16% to 0.15%. The plan sits in the $250M–$1B size bracket, benchmarked here against 2,883 comparable plans and shown alongside other manufacturing employers. By assets it is the 47th-largest of 2,160 plans among Georgia employers on file, and the 349th of 13,661 in manufacturing. In 2024, employees put in $1.95 for every $1.00 the employer contributed; active participation has shrunk from 19,724 to 14,105 since 2022.

Plan summary
Net assets, end of year$961,565,399
Participants with balances15,189
Active participants14,105
Employer contributions$28,372,252
Employee contributions$55,431,571
Employer contribution per active participant$2,012
Average account balance$63,307
Benefits paid to participants$78,592,866
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$961.6M · 15,189 accts · $28.4M emplr
2023$839.3M · 16,616 accts · $25.5M emplr
2022$704.2M · 14,836 accts · $30.8M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$1,313,927
Investment management$6,500
Total administrative$1,320,427
The The Coca-Cola Bottlers Association 401(k) match · 2024
Employer contribution per active participant$2,012
Median for plans this size$4,294
2024$2,012 per active participant
2023$1,273 per active participant
2022$1,563 per active participant

The Coca-Cola Bottlers Association's 2024 employer contribution ran below the $4,294 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$1,313,927
THE COCA-COLA BOTTLERS' · Contract administrator · Investment advisory (plan)$6,500

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$1,320,427 · 0.15%
2023$1,910,316 · 0.25%
2022$1,414,533 · 0.16%
Similar plansManufacturing · Georgia
Novelis Corp. GA$1.5B · 0.08%
Mohawk Carpet, LLC GA$983.1M · 0.01%
Ucb Holdings, Inc. GA$979.7M · 0.03%
Flowers Foods, Inc. GA$959.4M · 0.10%
Agco Corporation GA$757.3M · 0.08%
J.M. Huber Corporation GA$713.6M · 0.13%
The Quikrete Companies GA$622.1M · 0.20%

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Source: U.S. Department of Labor, Form 5500 series, EIN 580198280 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.