AUMdb

Coca Cola Beverages Northeast, Inc. Incentive Savings Plan

Sponsored by Coca Cola Beverages Northeast, Inc. · EIN 042614952 · Plan #002

Total assets
$400M
Net assets
$400M
Active participants
2,768
With balances
3,465

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
Vanguard Advisers, Inc. CRD 106715 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
The Vanguard Group, Inc. Recordkeeping, Consulting (general), Trustee (directed) $342,295
Vanguard Advisers Inc. Investment advisory (participants) $251,677