Joe Perales signed Keurig Dr Pepper Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Keurig Dr Pepper Inc.'s EIN is 98-0517725.
Download the official 2024 Form 5500 (PDF) for Keurig Dr Pepper Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Keurig Dr Pepper Inc.'s plan includes a 401(k) feature, a self-directed brokerage window, profit-sharing, a default investment (QDIA), ERISA 404(c) participant direction.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $1.1M | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CURCIO WEBB | 36-4171366 | — | INVESTMENTADVISORY | $49K | — |
| Provider | Nondisclosure info |
|---|---|
| — | — |
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 | |||||
|---|---|---|---|---|---|---|
| VANGUARD TARGET 2035 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735965 / PN 001 | Common Collective Trust | — | — | $270.5M | 14.3% | |
| VANGUARD TARGET 2030 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735964 / PN 001 | Common Collective Trust | — | — | $222.4M | 11.7% | |
| VANGUARD TARGET 2040 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735971 / PN 001 | Common Collective Trust | — | — | $193.4M | 10.2% | |
| VANGUARD TARGET 2045 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735972 / PN 001 | Common Collective Trust | — | — | $184.3M | 9.7% | |
| FID GROWTH CO POOL A FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 135 | Common Collective Trust | — | — | $156.1M | 8.2% | |
| VANGUARD TARGET 2050 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735976 / PN 001 | Common Collective Trust | — | — | $149.5M | 7.9% | |
| VANGUARD TARGET 2025 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735963 / PN 001 | Common Collective Trust | — | — | $133.8M | 7.1% | |
| Fidelity 500 Index Fund Mutual Fund | Common Collective Trusts | — | — | $119.3M | 6.3% | |
| VANGUARD TARGET 2055 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735978 / PN 001 | Common Collective Trust | — | — | $102.0M | 5.4% | |
| Fidelity Managed Income Portfolio II Class 3 Common / Collective Trust | Common Collective Trusts | — | — | $62.9M | 3.3% | |
| MIP II CL 3 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 025 | Common Collective Trust | — | — | $62.9M | 3.3% | |
| VANGUARD TARGET 2060 VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799736 / PN 001 | Common Collective Trust | — | — | $44.0M | 2.3% | |
| Notes receivable from participants Loans with interest ranging | Participant loans | — | — | $42.2M | 2.2% | |
| VANGUARD TARGET 2020 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735899 / PN 001 | Common Collective Trust | — | — | $39.1M | 2.1% | |
| Vanguard Windsor II Fund, Admiral Shares Mutual Fund | Mutual Funds | — | — | $29.7M | 1.6% | |
| WM BLAIR SMID GR CIT GLOBAL TRUST COMPANY · EIN 27-6331814 / PN 007 | Common Collective Trust | — | — | $23.5M | 1.2% | |
| DFA U.S. Small Cap Value Portfolio Institutional Class Mutual Fund | Mutual Funds | — | — | $21.5M | 1.1% | |
| Brokerage Option * Fidelity Extended Market Index Fund Mutual Fund | Common Collective Trusts | — | — | $18.4M | 1.0% | |
| VANGUARD TARGET INC VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735883 / PN 001 | Common Collective Trust | — | — | $15.6M | 0.8% | |
| VANGUARD TARGET 2065 VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6204383 / PN 001 | Common Collective Trust | — | — | $15.2M | 0.8% | |
| Fidelity U.S. Bond Index Fund Mutual Fund | Common Collective Trusts | — | — | $14.0M | 0.7% | |
| Fidelity Total International Index Fund Mutual Fund | Common Collective Trusts | — | — | $12.8M | 0.7% | |
| Capital Group EuroPacific Growth Trust Class U4 Common / Collective Trust | Common Collective Trusts | — | — | $9.8M | 0.5% | |
| CG EUROPAC GRTH U4 CAPITAL BANK AND TRUST COMPANY · EIN 95-6597294 / PN 661 | Common Collective Trust | — | — | $9.8M | 0.5% | |
| WT CIF II CR PL BD 4 WELLINGTON TRUST COMPANY, NA · EIN 04-6913417 / PN 165 | Common Collective Trust | — | — | $8.3M | 0.4% | |
| Fidelity BrokerageLink Participant-Directed | Mutual Funds | — | — | $5.6M | 0.3% | |
| VANGUARD TARGET 2070 VANGUARD FIDUCIARY TRUST COMPANY · EIN 88-6095930 / PN 001 | Common Collective Trust | — | — | $1.2M | <0.1% | |
| Fidelity Government Money Market Fund Mutual Fund | Mutual Funds | — | — | $79K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ARMANINO LLP | 94-6214841 | — | ACCOUNTANT/AUDITOR | $43K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AON | 36-3109431 | — | PLAN SPONSOR | $161K | — |
