Pepsi Bottling Ventures 401(k) Plan
Sponsored by Pepsi Bottling Ventures Llc · EIN 223657794 · Plan #005
- Total assets
- $220M
- Net assets
- $220M
- Active participants
- 3,141
- With balances
- 3,503
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 |
|---|---|---|
| Comperio Retirement Consulting, Inc. CRD 140786 | fuzzy_auto · 98% | 2024 |
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| John Hancock | Recordkeeping, Participant loan processing, Float revenue | $240,013 |
| Comperio Retirement Consulting, In | Investment advisory (plan) | $70,000 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $54,331 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $30,872 |
| Hughes, Pittman & Gupton, Llp | Accounting | $23,500 |