Shelley Thymes signed Coca-Cola Southwest Beverages LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Coca-Cola Southwest Beverages LLC's EIN is 81-3909618.
Download the official 2024 Form 5500 (PDF) for Coca-Cola Southwest Beverages LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Coca-Cola Southwest Beverages LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORD KEEPER | $349K | — |
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $174K | — |
| TRANSAMERICA CORPORATION DBA TRANSA | — | LEHIGH VALLEY, PA | OTHER | $10K | — |
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 | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $533.3M | 90.5% | |
| NT SANDP 500 INDEX NL-TIER 3 NORTHERN TRUST GLOBAL INVESTMENTS CITS · EIN 45-6138589 / PN 002 | Common Collective Trust | — | — | $97.2M | 16.5% | |
| INVESCO STABLE VALUE FUND INVESCO FUNDS · EIN 84-1142974 / PN 001 | Common Collective Trust | — | — | $37.7M | 6.4% | |
| NT ACWI EX-US IMI-DC-NL-TIER 3 NORTHERN TRUST GLOBAL INVESTMENTS CITS · EIN 45-6138589 / PN 223 | Common Collective Trust | — | — | $24.7M | 4.2% | |
| NT AGGREGATE BOND INDEX NL-TIER 3 NORTHERN TRUST GLOBAL INVESTMENTS CITS · EIN 45-6138589 / PN 088 | Common Collective Trust | — | — | $8.5M | 1.4% | |
| NORTHERN TRUST ACWI EX-US IMI INDEX NORTHERN TRUST · EIN 45-6138589 / PN 568 | Common Collective Trust | — | — | $0 | <0.1% | |
| NORTHERN TRUST AGGREGATE BOND INDEX NORTHERN TRUST · EIN 45-6138589 / PN 243 | Common Collective Trust | — | — | $0 | <0.1% |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONAL FINANCIAL SERVICES | 04-3523567 | — | SECURITIES BROKER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADVISED ASSETS GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $25K | — |
