What public Form 5500 filings show about the Coca-Cola Bottling Company United, Inc. 401(k) plan — and how to find and check your own account.
Coca-Cola Bottling Company United, Inc. (EIN 58-0148710) reports COCA-COLA BOTTLING COMPANY UNITED, INC. 401(K) PLAN on its most recent Form 5500, with $609.6M in plan assets across 9,930 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Coca-Cola Bottling Company United, Inc. filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Fidelity, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Coca-Cola Bottling Company United, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): MERCER INVESTMENTS, REGIONS, WARREN AVERETT, MERCER, KESTRA INVESTMENT SERVICES, WARREN AVERETT CPAS AND ADVISORS.
