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Original filing (PDF)20260204080447NAL0003662289001
PEPSI MIDAMERICA
Form 5500
FILING_RECEIVED
PEPSI MIDAMERICA 401(K) PLAN
401(k) retirement plan
Signals · 2
Late filing · 2.6 moNo recordkeeper disclosed
Active participants
602
Accounts w/ balance
465
Plan assets (EOY)
$5.9M
Net assets (EOY)
$5.9M
How this plan invests
This plan
1 pooled trust
Schedule D
32 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
90
Concentration risk
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Filed 2.6 months past the 10.5-month grace window.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (26 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PEPSI MIDAMERICA.
Plan sponsor
Name
PEPSI MIDAMERICA
EIN
37-0796650
Address
PO BOX 1070 · MARION, IL · 629597570
Phone
(618) 997-1377
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
2026-02-04
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
2S · Automatic enrollment
Audit & trust (Schedule H)
Auditor
RSM US LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EDWARD JONES | 43-0345811 | ST. LOUIS, MO | INVESTMENT ADVISOR | $15K | — |
Investments
32 direct securities · 1 pooled fund· $10.8M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$5.8M
32 holdings
Pooled Separate Account
$4.9M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SEPERATE ACCOUNT 401 TALCOTT RESOLUTION LIFE INSURANCE COMPANY · EIN 06-0974148 / PN 000 | Pooled Separate Account | — | — | $4.9M | 83.2% | |
| Talcott Resolution Life Insurance Company | — | — | — | $886K | 14.9% | |
| Talcott Resolution Life Insurance Company | — | — | — | $721K | 12.1% | |
| Talcott Resolution Life Insurance Company | — | — | — | $563K | 9.5% | |
| Talcott Resolution Life Insurance Company | — | — | — | $467K | 7.9% | |
| Talcott Resolution Life Insurance Company | — | — | — | $456K | 7.7% | |
| Talcott Resolution Life Insurance Company | — | — | — | $455K | 7.7% | |
| Talcott Resolution Life Insurance Company | — | — | — | $404K | 6.8% | |
| Talcott Resolution Life Insurance Company | — | — | — | $330K | 5.6% | |
| Talcott Resolution Life Insurance Company | — | — | — | $252K | 4.2% | |
| Talcott Resolution Life Insurance Company | — | — | — | $251K | 4.2% | |
| Talcott Resolution Life Insurance Company | — | — | — | $201K | 3.4% | |
| Talcott Resolution Life Insurance Company | — | — | — | $187K | 3.1% | |
| Talcott Resolution Life Insurance Company | — | — | — | $122K | 2.0% | |
| Talcott Resolution Life Insurance Company | — | — | — | $86K | 1.5% | |
| Talcott Resolution Life Insurance Company | — | — | — | $68K | 1.1% | |
| Talcott Resolution Life Insurance Company | — | — | — | $66K | 1.1% | |
| Talcott Resolution Life Insurance Company | — | — | — | $45K | 0.8% | |
| Talcott Resolution Life Insurance Company | — | — | — | $44K | 0.7% | |
| Talcott Resolution Life Insurance Company | — | — | — | $36K | 0.6% | |
| Talcott Resolution Life Insurance Company | — | — | — | $34K | 0.6% | |
| Talcott Resolution Life Insurance Company | — | — | — | $33K | 0.6% | |
| Talcott Resolution Life Insurance Company | — | — | — | $28K | 0.5% | |
| Talcott Resolution Life Insurance Company | — | — | — | $21K | 0.3% | |
| Talcott Resolution Life Insurance Company | — | — | — | $19K | 0.3% | |
| Talcott Resolution Life Insurance Company | — | — | — | $16K | 0.3% | |
| Talcott Resolution Life Insurance Company | — | — | — | $13K | 0.2% | |
| Talcott Resolution Life Insurance Company | — | — | — | $11K | 0.2% | |
| Talcott Resolution Life Insurance Company | — | — | — | $10K | 0.2% | |
| Talcott Resolution Life Insurance Company | — | — | — | $6K | 0.1% | |
| Talcott Resolution Life Insurance Company | — | — | — | $749 | <0.1% | |
| Talcott Resolution Life Insurance Company | — | — | — | $664 | <0.1% | |
| Talcott Resolution Life Insurance Company | — | — | — | $642 | <0.1% |
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