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Original filing (PDF)20251009123821NAL0003913155001
CCBCC OPERATIONS LLC
Form 5500
FILING_RECEIVED
COCA-COLA CONSOLIDATED, INC. BARGAINING EMPLOYEES 401(K) PLAN
401(k) retirement plan
Active participants
2,114
Accounts w/ balance
807
Plan assets (EOY)
$33.8M
Net assets (EOY)
$33.8M
How this plan invests
This plan
16 pooled trusts
Schedule D
26 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
65
Knocking points off
- Only 38% as many balances as active participants — suggests many active employees aren't deferring.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CCBCC OPERATIONS LLC.
Plan sponsor
Name
CCBCC OPERATIONS LLC
EIN
20-0234821
Address
PO BOX 31487 · CHARLOTTE, NC · 282311487
Phone
(704) 557-4400
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-09
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
GREERWALKER LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INV. INST. OPS. CO. | 04-2647786 | — | RECORDKEEPER | $65K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPTRUST FINANCIAL ADVISORS | 26-0058143 | — | CONSULTANT | $39K | — |
Investments
10 direct securities · 16 pooled funds· $33.8M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Common Collective Trust
$29.8M
16 holdings
Uncategorized
$4.0M
10 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| TRP RETIREMENT 2035 TRUST T. ROWE PRICE SERVICES INC. · EIN 52-2269240 / PN 000 | Common Collective Trust | — | — | $7.1M | 21.0% | |
| TRP RETIREMENT 2030 TRUST T. ROWE PRICE SERVICES INC. · EIN 52-2269240 / PN 000 | Common Collective Trust | — | — | $7.1M | 21.0% | |
| TRP RETIREMENT 2025 TRUST T. ROWE PRICE SERVICES INC. · EIN 52-2269240 / PN 000 | Common Collective Trust | — | — | $3.9M | 11.5% | |
| TRP RETIREMENT 2040 TRUST T. ROWE PRICE SERVICES INC. · EIN 52-2269240 / PN 000 | Common Collective Trust | — | — | $2.6M | 7.8% | |
| FIDELITY MGD INCOME PORTFOLIO II FIDELITY INVESTMENTS · EIN 04-3022712 / PN 025 | Common Collective Trust | — | — | $1.9M | 5.8% | |
| TRP RETIREMENT 2045 TRUST T. ROWE PRICE SERVICES INC. · EIN 52-2269240 / PN 000 | Common Collective Trust | — | — | $1.7M | 5.1% | |
| TRP RETIREMENT 2050 TRUST T. ROWE PRICE SERVICES INC. · EIN 52-2269240 / PN 000 | Common Collective Trust | — | — | $1.4M | 4.0% | |
| FIDELITY 500 INDEX FUND * FMR CO., INC. 0 | — | — | — | $1.3M | 3.9% | |
| FMR CO., INC. 0 | — | — | — | $1.3M | 3.8% | |
| TRP RETIREMENT 2055 TRUST T. ROWE PRICE SERVICES INC. · EIN 52-2269240 / PN 000 | Common Collective Trust | — | — | $1.2M | 3.6% | |
| TRP RETIREMENT 2020 TRUST T. ROWE PRICE SERVICES INC. · EIN 52-2269240 / PN 000 | Common Collective Trust | — | — | $848K | 2.5% | |
| FIDELITY CONTRAFUND COMMINGLED POOL FIDELITY INVESTMENTS · EIN 04-3022712 / PN 025 | Common Collective Trust | — | — | $818K | 2.4% | |
| TRP RETIREMENT 2060 TRUST T. ROWE PRICE SERVICES INC. · EIN 52-2269240 / PN 000 | Common Collective Trust | — | — | $644K | 1.9% | |
| FIDELITY INFLAT PROT BOND * FMR CO., INC. 0 | — | — | — | $559K | 1.7% | |
| LOOMIS SAYLES SM CAP GRTH FUND EAGLE ASSET MANAGEMENT, INC. 0 | — | — | — | $226K | 0.7% | |
| BLACKROCK MID CAP VALUE BNY MELLON INVESTMENT SERVICING INC 0 | — | — | — | $222K | 0.7% | |
| TRP RETIREMENT 2065 TRUST T. ROWE PRICE SERVICES INC. · EIN 52-2269240 / PN 000 | Common Collective Trust | — | — | $216K | 0.6% | |
| TRP RETIREMENT 2015 TRUST T. ROWE PRICE SERVICES INC. · EIN 52-2269240 / PN 000 | Common Collective Trust | — | — | $155K | 0.5% | |
| T ROWE PRICE MID CAP VALUE FUND T ROWE PRICE SERVICES, INC. 0 | — | — | — | $104K | 0.3% | |
| PGIM TOTAL RETURN BOND FUND CLASS R6 PGIM 0 | — | — | — | $103K | 0.3% | |
| TRP RETIREMENT 2005 TRUST T. ROWE PRICE SERVICES INC. · EIN 52-2269240 / PN 000 | Common Collective Trust | — | — | $74K | 0.2% | |
| FIDELITY INTL INDEX PR * FMR CO., INC. 0 | — | — | — | $69K | 0.2% | |
| GREAT GRAY EUROPACIFIC GROWTH TRUST GREAT GRAY TRUST COMPANY, LLC · EIN 92-1941236 / PN 000 | Common Collective Trust | — | — | $64K | 0.2% | |
| FIDELITY LOW-PRICED STOCK K6 FUND * FMR CO., INC. 0 | — | — | — | $63K | 0.2% | |
| MFS VALUE R3 MASSACHUSETTS FINANCIAL SERVICES CO 0 | — | — | — | $61K | 0.2% | |
| TRP RETIREMENT 2010 TRUST T. ROWE PRICE SERVICES INC. · EIN 52-2269240 / PN 000 | Common Collective Trust | — | — | $6K | <0.1% |