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Original filing (PDF)20240531173416NAL0015246209001

PEPSI-COLA PR DISTRIBUTING LLC

Form 5500
FILING_RECEIVED
PEPSI-COLA PR DIST MOVIMIENTO SOLIDARIO SINDICAL DENTAL
Health & welfare plan
Signals · 2
No auditor on fileNo recordkeeper disclosed
Active participants
300
Accounts w/ balance
Plan assets (EOY)
Net assets (EOY)
Plan health score (directional)
75
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
60
Concentration risk
75
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
  • No independent qualified public accountant (IQPA) named.
  • No recordkeeper disclosed on Schedule C.
Helping the score
  • Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
  • No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PEPSI-COLA PR DISTRIBUTING LLC.
Plan sponsor
Name
PEPSI-COLA PR DISTRIBUTING LLC
EIN
66-0591354
Address
PO BOX 2600 · TOA BAJA, PR · 009512600
Phone
(787) 251-2000
Industry
Manufacturingsee all
Plan administrator
Name
PEPSI-COLA PR DISTRIBUTING LLC
EIN
66-0591354
City
TOA BAJA, PR
Phone
(787) 251-2000
Plan characteristics
Plan number
507
Plan year
2022
Plan year begin
2022-11-01
Tax period
2023-10-31
Filed
2024-05-31
Welfare benefit codes
4D · Dental
Audit & trust (Schedule H)
Auditor
Trustee / custodian
Trustee phone

Service providers (Schedule C)

No Schedule C providers reported

Investments

The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.

See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.

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