Michelle Heidt signed Ozarks Coca-Cola/Dr Pepper Bottling Company's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Ozarks Coca-Cola/Dr Pepper Bottling Company's EIN is 44-0443840.
Download the official 2024 Form 5500 (PDF) for Ozarks Coca-Cola/Dr Pepper Bottling Company from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Ozarks Coca-Cola/Dr Pepper Bottling Company's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), automatic enrollment.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK USA | 01-0233346 | — | RECORDKEEPER | $6K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILSHIRE ASSOCIATES | 95-2755361 | SANTA MONICA, CA | NONE | $8K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| T. ROWE PRICE RETIREMENT 2035 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $7.4M | 16.8% | |
| T. ROWE PRICE RETIREMENT 2050 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $4.0M | 9.2% | |
| T. ROWE PRICE RETIREMENT 2045 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $3.9M | 8.9% | |
| T. ROWE PRICE RETIREMENT 2040 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $3.7M | 8.4% | |
| TIAA-CREF LARGE-CAP GROWTH IDX JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $2.4M | 5.5% | |
| JH MULTIMANAGER GROWTH LS JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $2.4M | 5.5% | |
| T. ROWE PRICE RETIREMENT 2060 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $2.2M | 5.1% | |
| T. ROWE PRICE RETIREMENT 2055 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $2.0M | 4.5% | |
| T. ROWE PRICE RETIREMENT 2025 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $1.7M | 3.8% | |
| FUNDAMENTAL LARGE CAP VALUE JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $1.5M | 3.5% | |
| T. ROWE PRICE RETIREMENT 2030 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $1.5M | 3.4% | |
| CLEARBRIDGE LARGE CAP GROWTH JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $1.4M | 3.1% | |
| JH MULTIMANAGER AGGRESSIVE LS JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $1.3M | 2.9% | |
| VANGUARD MID-CAP GROWTH ETF JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $1.0M | 2.3% | |
| JOHN HANCOCK STABLE VAL JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $796K | 1.8% | |
| T. ROWE PRICE RETIREMENT 2010 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $724K | 1.6% | |
| PARNASSUS CORE EQUITY FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $719K | 1.6% | |
| John Hancock Asset Mgmt Large Cap Growth Index Fund | Common Collective Trusts | — | — | $714K | 1.6% | |
| JH MULTIMANAGER MODERATE LS JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $631K | 1.4% | |
| JH MULTIMANAGER BALANCED LS JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $620K | 1.4% | |
| VANGUARD SMALL CAP GROW INDEX JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $586K | 1.3% | |
| NEW PERSPECTIVE FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $526K | 1.2% | |
| JH DISCIPLINED VALUE MID CAP JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $474K | 1.1% | |
| CARILLON EAGLE MID CAP GROWTH JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $402K | 0.9% | |
| T. ROWE PRICE RETIREMENT 2065 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $396K | 0.9% | |
| JOHN HANCOCK BOND FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $289K | 0.7% | |
| VANGUARD VALUE INDEX FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $280K | 0.6% | |
| DFA US TARGETED VALUE FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $266K | 0.6% | |
| CAPITAL WORLD GROWTH & INCOME JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $262K | 0.6% | |
| DFA U.S. SMALL CAP FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $232K | 0.5% | |
| Notes receivable - participants matures 2025-2039 | Other securities | — | — | $198K | 0.4% | |
| TEMPLETON WORLD JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $197K | 0.4% | |
| John Hancock Asset Mgmt Lifestyle Portfolio Conservative | Other securities | — | — | $188K | 0.4% | |
| JH MULTIMANAGER CONSERV LS JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $188K | 0.4% | |
| VANGUARD INTERNATIONAL VALUE JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $173K | 0.4% | |
| JH Money Market Fund Cash Equivalent | Cash / Money Market | — | — | $101K | 0.2% | |
| TEMPLETON GLOBAL BOND FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $91K | 0.2% | |
| T. ROWE PRICE RETIREMENT 2015 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $30K | <0.1% | |
| T. ROWE PRICE RETIREMENT 2020 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $853 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
