Coca Cola Bottling Company United, Inc. 401(k) Plan
Sponsored by Coca Cola Bottling Company United, Inc. · EIN 580148710 · Plan #003
- Total assets
- $610M
- Net assets
- $610M
- Active participants
- 9,930
- With balances
- 10,924
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Sub-transfer agency fees, Recordkeeping fees, Account maintenance fees | $440,841 |
| Kestra Investment Services Llc | Investment advisory (plan) | $365,000 |
| Mercer Investments Llc | Consulting (general) | $60,061 |
| Warren Averett Cpas And Advisors | Accounting | $26,291 |