What public Form 5500 filings show about the Coca-Cola Southwest Beverages LLC 401(k) plan — and how to find and check your own account.
Coca-Cola Southwest Beverages LLC (EIN 81-3909618) reports COCA-COLA SOUTHWEST BEVERAGES 401(K) PLAN on its most recent Form 5500, with $589.0M in plan assets across 8,711 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 Southwest Beverages LLC 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 Transamerica, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Coca-Cola Southwest Beverages LLC 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): EMPOWER ANNUITY INSURANCE O, TRANSAMERICA DBA TRANSA, ADVISED ASSETS GROUP, NATIONAL FINANCIAL SERVICES.
