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Original filing (PDF)20251002144938NAL0000990016001
WP BEVERAGES, LLC
Form 5500
FILING_RECEIVED
WP BEVERAGES, LLC 401(K) PROFIT SHARING PLAN AND TRUST
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
695
Accounts w/ balance
900
Plan assets (EOY)
$74.2M
Net assets (EOY)
$74.2M
How this plan invests
This plan
4 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)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WP BEVERAGES, LLC.
Plan sponsor
Name
WP BEVERAGES, LLC
EIN
20-0570102
Address
6176 PEPSI WAY · WINDSOR, WI · 53598
Phone
(608) 846-1200
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-02
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BAKER TILLY US,LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $126K | — |
Investments
21 direct securities · 4 pooled funds· $66.1M(89% 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.
Uncategorized
$57.8M
21 holdings
Common Collective Trust
$8.3M
4 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Admiral Shares * Vanguard Total Stock Market Index Fund; Inst'l N/R | — | — | — | $12.3M | 16.6% | |
| Vanguard Target Retirement 2045 fund N/R | — | — | — | $7.1M | 9.6% | |
| Vanguard Target Retirement 2030 fund N/R | — | — | — | $7.1M | 9.5% | |
| Vanguard Target Retirement 2050 fund N/R | — | — | — | $5.6M | 7.6% | |
| Vanguard Target Retirement 2055 fund N/R | — | — | — | $4.6M | 6.2% | |
| Vanguard Target Retirement 2040 fund N/R | — | — | — | $4.3M | 5.7% | |
| LARGE CAP VALUE FUND; R1 WILMINGTON TRUST INVESTMENT MANAGEMENT · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $4.1M | 5.5% | |
| Vanguard Target Retirement 2025 fund N/R | — | — | — | $3.8M | 5.2% | |
| Vanguard Explorer Fund Admiral Shares N/R | — | — | — | $2.7M | 3.6% | |
| VFTC RETIREMENT SAVINGS TRUST III VANGUARD FIDUCIARY TRUST COMPANY · EIN 38-7041744 / PN 024 | Common Collective Trust | — | — | $2.6M | 3.6% | |
| Pioneer Bond Fund; Class Y N/R | — | — | — | $2.4M | 3.2% | |
| Vanguard Target Retirement 2060 fund N/R | — | — | — | $2.3M | 3.1% | |
| Shr * Vanguard Wellington Fund Admiral Shares N/R | — | — | — | $1.1M | 1.5% | |
| Vanguard Target Retirement 2065 fund N/R | — | — | — | $968K | 1.3% | |
| JANUS HENDERSON INT ALPHA CIT GREAT GRAY TRUST COMPANY · EIN 38-7275329 / PN 001 | Common Collective Trust | — | — | $913K | 1.2% | |
| Victory Sycamore Established Value Fund; Class I N/R | — | — | — | $736K | 1.0% | |
| STABLE VALUE FUND; R1 WILMINGTON TRUST COMPANY · EIN 85-4031707 / PN 653 | Common Collective Trust | — | — | $630K | 0.8% | |
| Vanguard Target Retirement Income N/R | — | — | — | $587K | 0.8% | |
| Portfolio; Institutional Shares Fidelity Advisor Small Cap Value; Class Z N/R | — | — | — | $558K | 0.8% | |
| AB Large Cap Growth Fund; Class I N/R | — | — | — | $508K | 0.7% | |
| JPMorgan US Equity Fund; Class R5 N/R | — | — | — | $428K | 0.6% | |
| Vanguard Target Retirement 2020 fund N/R | — | — | — | $406K | 0.5% | |
| Vanguard Target Retirement 2070 fund N/R | — | — | — | $158K | 0.2% | |
| Black Rock Strategic Income Opportunities N/R | — | — | — | $126K | 0.2% | |
| Vanguard Total International Stock Index Fund; N/R | — | — | — | $64K | <0.1% |
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