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Original filing (PDF)20251010091818NAL0004098115001
COCA-COLA BOTTLING COMPANY UNITED, INC.
Form 5500
FILING_RECEIVED
COCA-COLA BOTTLING COMPANY UNITED, INC. 401(K) PLAN
401(k) retirement plan
Active participants
9,930
Accounts w/ balance
10,924
Plan assets (EOY)
$609.6M
Net assets (EOY)
$609.6M
How this plan invests
This plan
18 pooled trusts
Schedule D
34 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
- 15 bps in Schedule C fees — 144% above peer band of 6 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for COCA-COLA BOTTLING COMPANY UNITED, INC..
Plan sponsor
Name
COCA-COLA BOTTLING COMPANY UNITED, INC.
EIN
58-0148710
Address
4600 EAST LAKE BLVD. · BIRMINGHAM, AL · 35217
Phone
(205) 849-4681
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-10
Pension benefit codes
3H · Sponsor in controlled / affiliated group
3I · Requires investment in employer securities
3D · Pre-approved plan (master / prototype / VS)
2R · Participant-directed brokerage (SDBA)
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)
Audit & trust (Schedule H)
Auditor
WARREN AVERETT, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $441K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KESTRA INVESTMENT SERVICES LLC | 35-2552359 | — | ADVISOR | $365K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WARREN AVERETT CPAS AND ADVISORS | 45-4084437 | — | ACCOUNTANT/AUDITOR | $26K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERCER INVESTMENTS LLC | 30-0282430 | — | PLAN SPONSOR | $60K | — |
Investments
21 direct securities · 18 pooled funds· $675.7M(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.
Common Collective Trust
$496.5M
18 holdings
Uncategorized
$179.2M
21 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FID FRDM INX 2035 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 081 | Common Collective Trust | — | — | $77.5M | 12.7% | |
| FID FRDM INX 2030 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 080 | Common Collective Trust | — | — | $72.9M | 12.0% | |
| FID FRDM INX 2040 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 082 | Common Collective Trust | — | — | $66.2M | 10.9% | |
| FID FRDM INX 2045 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 083 | Common Collective Trust | — | — | $52.7M | 8.7% | |
| FID FRDM INX 2050 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 084 | Common Collective Trust | — | — | $48.9M | 8.0% | |
| FID FRDM INX 2025 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 079 | Common Collective Trust | — | — | $37.0M | 6.1% | |
| FID FRDM INX 2055 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 112 | Common Collective Trust | — | — | $36.7M | 6.0% | |
| S&P 500 Index Fund Mutual fund | — | — | — | $33.5M | 5.5% | |
| Stable Value Trust - Class B1 Mutual fund | — | — | — | $27.8M | 4.6% | |
| INVESCO STBL VAL B1 INVESCO TRUST COMPANY · EIN 84-1142974 / PN 001 | Common Collective Trust | — | — | $27.8M | 4.6% | |
| Capital Appreciation Fund Mutual fund | — | — | — | $27.8M | 4.6% | |
| HARBOR CAP APPR R HARBOR TRUST COMPANY · EIN 84-4022934 / PN 001 | Common Collective Trust | — | — | $27.8M | 4.6% | |
| Dividend Income Fund Mutual fund | — | — | — | $27.3M | 4.5% | |
| FID FRDM INX 2060 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 146 | Common Collective Trust | — | — | $20.4M | 3.3% | |
| Mid Cap Value Fund Mutual fund | — | — | — | $8.2M | 1.3% | |
| Special Small Capital Value Fund – Class Inst. Mutual fund | — | — | — | $8.1M | 1.3% | |
| AS SPL SM CAP VAL E SEI TRUST COMPANY · EIN 83-6834374 / PN 001 | Common Collective Trust | — | — | $8.1M | 1.3% | |
| Extended Market Index Advantage Fund Mutual fund | — | — | — | $7.7M | 1.3% | |
| Mid Cap Growth Fund Class R-4 Mutual fund | — | — | — | $7.7M | 1.3% | |
| FID FRDM INX 2065 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 169 | Common Collective Trust | — | — | $7.4M | 1.2% | |
| Small Company Growth Fund – Class Inst. Mutual fund | — | — | — | $6.9M | 1.1% | |
| The Coca-Cola Company Common Stock Common stock | — | — | — | $5.1M | 0.8% | |
| FID FRDM INX 2020 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 078 | Common Collective Trust | — | — | $4.6M | 0.8% | |
| Income Institutional Mutual fund | — | — | — | $3.6M | 0.6% | |
| WA CORE BOND R3 GREAT GRAY TRUST COMPANY, LLC · EIN 82-4408926 / PN 373 | Common Collective Trust | — | — | $3.4M | 0.6% | |
| Institutional Diversification Class R-4 Mutual fund | — | — | — | $3.1M | 0.5% | |
| International Index Advantage Fund Mutual fund | — | — | — | $3.0M | 0.5% | |
| U.S. Bond Index Advantage Fund Mutual fund | — | — | — | $2.6M | 0.4% | |
| FIAM INX TD INCOME T Common/collective trust fund | — | — | — | $2.5M | 0.4% | |
| FID FRDM INX INC T FIAM TRUST COMPANY · EIN 20-4659714 / PN 074 | Common Collective Trust | — | — | $2.5M | 0.4% | |
| Developing Markets Fund Mutual fund | — | — | — | $2.4M | 0.4% | |
| FID FRDM INX 2010 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 076 | Common Collective Trust | — | — | $1.9M | 0.3% | |
| The Coca-Cola Company Unit Option | — | — | — | $1.0M | 0.2% | |
| FID FRDM INX 2015 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 077 | Common Collective Trust | — | — | $717K | 0.1% | |
| The Coca-Cola Company Fund Mutual fund | — | — | — | $482K | <0.1% | |
| The Coca-Cola Company Stock Money market | — | — | — | $300K | <0.1% | |
| GOV Cash Reserve Money market | — | — | — | $36K | <0.1% | |
| Purchase Account The Coca-Cola Company Stock Preferred stock | — | — | — | $6K | <0.1% | |
| FID FRDM INX 2005 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 075 | Common Collective Trust | — | — | $0 | <0.1% |