Coca Cola Southwest Beverages 401(k) Plan
Sponsored by Coca Cola Southwest Beverages Llc · EIN 813909618 · Plan #001
- Total assets
- $589M
- Net assets
- $589M
- Active participants
- 8,711
- With balances
- 10,073
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 |
|---|---|---|
| Transamerica Retirement Advisors, Llc CRD 107319 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions | Claims processing, Recordkeeping, Investment management | $348,677 |
| Empower Annuity Insurance Company O | Recordkeeping fees | $173,971 |
| Advised Assets Group, Llc | Investment management | $25,416 |
| Transamerica Corporation Dba Transa | Other fees | $9,913 |
| National Financial Services | Securities brokerage, Securities brokerage commissions | $0 |