Wendi Newton signed Pepsi-Cola Bottlers Standing-in-the-Future 401(k) Multiple Employer's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Pepsi-Cola Bottlers Standing-in-the-Future 401(k) Multiple Employer's EIN is 47-4984225.
Download the official 2024 Form 5500 (PDF) for Pepsi-Cola Bottlers Standing-in-the-Future 401(k) Multiple Employer from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Pepsi-Cola Bottlers Standing-in-the-Future 401(k) Multiple Employer's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $246K | — |
| ASCENSUS HOLDINGS DBA FUTUREPLAN | — | SAN DIEGO, CA | CONTRACT ADMIN | $111K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Blackrock Lifepath Index Retirement K Mutual Funds | Other securities | — | — | $23.0M | 18.4% | |
| Blackrock Lifepath Index 2030 K Mutual Funds | Other securities | — | — | $22.0M | 17.6% | |
| Blackrock Lifepath Index 2035 K Mutual Funds | Other securities | — | — | $14.1M | 11.2% | |
| Blackrock Lifepath Index 2040 K Mutual Funds | Other securities | — | — | $13.6M | 10.8% | |
| Blackrock Lifepath Index 2045 K Mutual Funds | Other securities | — | — | $10.8M | 8.7% | |
| Blackrock Lifepath Index 2050 K Mutual Funds | Other securities | — | — | $7.1M | 5.7% | |
| Blackrock Lifepath Index 2055 K Mutual Funds | Other securities | — | — | $6.7M | 5.4% | |
| Vanguard 500 Index Admiral Mutual Funds | Common Collective Trusts | — | — | $6.5M | 5.2% | |
| PUTNAM STABLE VALUE FUND PUTNAM INVESTMENTS · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $4.4M | 3.5% | |
| Bearing interest ranging * Participant Loans from 4.25% to 10.50% $0 | Bonds / Notes | — | — | $3.4M | 2.7% | |
| HARBOR CAPITAL APPRECIATION CIT R HARBOR FUNDS · EIN 84-4022934 / PN 001 | Common Collective Trust | — | — | $2.6M | 2.0% | |
| Blackrock Lifepath Index 2060 K Mutual Funds | Other securities | — | — | $2.4M | 1.9% | |
| MFS MID CAP GROWTH FUND CT GREAT GRAY · EIN 38-4126294 / PN 597 | Common Collective Trust | — | — | $1.9M | 1.5% | |
| Vanguard Extended Market Idx Adm Mutual Funds | Common Collective Trusts | — | — | $1.4M | 1.1% | |
| Blackrock Lifepath Index 2065 K Mutual Funds | Other securities | — | — | $1.1M | 0.9% | |
| Vanguard Total Intl Stock Index Admiral Mutual Funds | Mutual Funds | — | — | $995K | 0.8% | |
| Vanguard Total Bond Market Index Admiral Mutual Funds | Mutual Funds | — | — | $873K | 0.7% | |
| MFS LARGE CAP VALUE CIT CL CT GREAT GRAY · EIN 38-7275332 / PN 781 | Common Collective Trust | — | — | $586K | 0.5% | |
| GREAT GRAY TRUST EUROPACIFIC GROWTH GREAT GRAY · EIN 38-7289843 / PN 001 | Common Collective Trust | — | — | $506K | 0.4% | |
| Principal Smallcap Growth I R6 Mutual Funds | Other securities | — | — | $466K | 0.4% | |
| FIAM CORE PLUS COMMINGLED POOL FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 052 | Common Collective Trust | — | — | $427K | 0.3% | |
| MFS MID CAP VALUE FUND CT GREAT GRAY · EIN 38-4139822 / PN 616 | Common Collective Trust | — | — | $367K | 0.3% | |
| Allspring Special Small Cap Value R6 Mutual Funds | Other securities | — | — | $312K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| CAPFINANCIAL PARTNERS LLC |
| — |
| RALEIGH, NC |
| INVESTMENT ADVISOR |
| $409K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PCBA VAULT INC. | — | ANNAPOLIS, MD | CONSULTING | $156K | — |
