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Original filing (PDF)20251014130112NAL0005948386001
PEPSI-COLA BOTTLERS STANDING-IN-THE-FUTURE 401(K) MULTIPLE EMPLOYER
Form 5500
FILING_RECEIVED
PEPSI-COLA BOTTLERS STANDING-IN-THE-FUTURE 401(K) MULTIPLE EMPLOYER PLAN
401(k) retirement plan
Active participants
1,996
Accounts w/ balance
1,974
Plan assets (EOY)
$125.4M
Net assets (EOY)
$125.3M
How this plan invests
This plan
7 pooled trusts
Schedule D
23 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 74 bps in Schedule C fees — 635% above peer band of 10 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PEPSI-COLA BOTTLERS STANDING-IN-THE-FUTURE 401(K) MULTIPLE EMPLOYER.
Plan sponsor
Name
PEPSI-COLA BOTTLERS STANDING-IN-THE-FUTURE 401(K) MULTIPLE EMPLOYER
EIN
47-4984225
Address
1910 TOWNE CENTRE BOULEVARD · SUITE 250 · ANNAPOLIS, MD · 21401
Phone
(443) 603-0280
Industry
Manufacturingsee all
Plan administrator
Name
FUTUREPLAN FIDUCIARY SERVICES LLC
EIN
82-3719843
City
BOSTON, MA
Phone
(855) 711-5283
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2S · Automatic enrollment
2T · Default investment account (QDIA)
2U · Association Retirement Plan
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
LILLING & COMPANY LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $246K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS LLC | — | RALEIGH, NC | INVESTMENT ADVISOR | $409K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASCENSUS HOLDINGS DBA FUTUREPLAN | — | SAN DIEGO, CA | CONTRACT ADMIN | $111K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PCBA VAULT INC. | — | ANNAPOLIS, MD | CONSULTING | $156K | — |
Investments
16 direct securities · 7 pooled funds· $125.6M(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.
Uncategorized
$114.9M
16 holdings
Common Collective Trust
$10.7M
7 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Blackrock Lifepath Index Retirement K Mutual Funds | — | — | — | $23.0M | 18.4% | |
| Blackrock Lifepath Index 2030 K Mutual Funds | — | — | — | $22.0M | 17.6% | |
| Blackrock Lifepath Index 2035 K Mutual Funds | — | — | — | $14.1M | 11.2% | |
| Blackrock Lifepath Index 2040 K Mutual Funds | — | — | — | $13.6M | 10.8% | |
| Blackrock Lifepath Index 2045 K Mutual Funds | — | — | — | $10.8M | 8.7% | |
| Blackrock Lifepath Index 2050 K Mutual Funds | — | — | — | $7.1M | 5.7% | |
| Blackrock Lifepath Index 2055 K Mutual Funds | — | — | — | $6.7M | 5.4% | |
| Vanguard 500 Index Admiral Mutual Funds | — | — | — | $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 | — | — | — | $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 | — | — | — | $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 | — | — | — | $1.4M | 1.1% | |
| Blackrock Lifepath Index 2065 K Mutual Funds | — | — | — | $1.1M | 0.9% | |
| Vanguard Total Intl Stock Index Admiral Mutual Funds | — | — | — | $995K | 0.8% | |
| Vanguard Total Bond Market Index Admiral 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 | — | — | — | $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 | — | — | — | $312K | 0.2% |