AUMdb

Pepsi Cola Bottlers Standing In The Future 401(k) Multiple Employer Plan

Sponsored by Pepsi Cola Bottlers Standing In The Future 401(k) Multiple Employer · EIN 474984225 · Plan #001

Total assets
$125M
Net assets
$125M
Active participants
1,996
With balances
1,974

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Capfinancial Partners, Llc CRD 175112 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Capfinancial Partners Llc Investment advisory (plan) $409,114
Empower Annuity Insurance Company Recordkeeping fees $245,661
Pcba Vault Inc. Other fees $156,115
Ascensus Holdings Dba Futureplan Contract administrator $110,928