What public Form 5500 filings show about the Pepsi-Cola Newburgh Bottling Co., Inc. 401(k) plan — and how to find and check your own account.
Pepsi-Cola Newburgh Bottling Co., Inc. (EIN 14-1263911) reports PEPSI-COLA NEWBURGH BOTTLING CO., INC. 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF PEPSI-COLA OF THE HUDSON VALLEY AND PEPSI-COLA BRIS on its most recent Form 5500, with $45.4M in plan assets across 350 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 Pepsi-Cola Newburgh Bottling Co., 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 Merrill (Bank of America), based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Pepsi-Cola Newburgh Bottling Co., Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): EMBLEM HEALTH GHI, BST & CO CPAS LLP, SIEBA, TELADOC HEALTH.
