Retirement plan

COCA-COLA CONSOLIDATED, INC. BARGAINING EMPLOYEES 401(K) PLAN

Name: CCBCC OPERATIONS LLC - COCA-COLA CONSOLIDATED, INC. BARGAINING EMPLOYEES 401(K) PLAN (2024) Form 5500
Creator: CCBCC OPERATIONS LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, COCA-COLA CONSOLIDATED, INC. BARGAINING EMPLOYEES 401(K) PLAN, CCBCC OPERATIONS LLC

CCBCC OPERATIONS LLCEIN 20-0234821Plan #003PY 2024

PO BOX 31487 - CHARLOTTE, NC 282311487704-557-4400LinkedIn501-1000 employeeselectrical/electronic manufacturing

Other plans on this EIN

1 filing

#001Retirement-$54.6M assets

Prospect flagsLow participationLow employer contributionLow participant contribution

How to read this page

Total assets (EOY)

$33.8M

+11.9% from 2023

Total participants

2,194

+17.0% from 2023

Average account balance

$41,898

-3.9% from 2023

Annual return

12.26%

-4.49 pp from 2023

Benchmarks

See 262 peers

Peer group

Industry31 - Manufacturing

Plan typeDefined contribution

Participants1,000-4,999

Cohort262 peers

Snapshot2024

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$33.81M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$42K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

807

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

34.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$3.38M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$2K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+12.26%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$128

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

1 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Top 2 by compensation

Provider	Service type	Compensation
FIDELITY INVESTMENTS INSTITUTIONAL9+ years Filed as: FIDELITY INV. INST. OPS. CO. Service code 37 · EIN 04-2647786	Loan Processing	$64,854
CAPFINANCIAL PARTNERS LLC1 year Filed as: CAPTRUST FINANCIAL ADVISORS Service code 16 · EIN 26-0058143	Consulting	$38,620

Plan features & details

Pension benefit codes2E2F2G2J2K3H

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

3 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.
OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$103K

$49 / participant

Recordkeeping$103K100.0%

% of EOY assets

0.306%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: GREERWALKER LLP
Auditor EIN: 561434747
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$41,898

$76,172-45.0%

$81,353-48.5%

$199,960-79.0%

Participation rate

34.4%

76.2%-41.8pp

69.5%-35.1pp

72.0%-37.6pp

Annual return

12.26%

15.59%-3.3pp

24.82%-12.6pp

34.28%-22.0pp

Employer contribution / active EE

$314

$2,800-88.8%

$2,464-87.3%

$3,036-89.7%

Participant deferral / active EE

$1,283

$4,200-69.5%

$3,885-67.0%

$5,087-74.8%

Admin fee / account holder

$128

$146-12.2%

$5,766-97.8%

$269-52.4%

Provider

Service type

Compensation

FIDELITY INVESTMENTS INSTITUTIONAL9+ years

Filed as: FIDELITY INV. INST. OPS. CO.

Service code 37 · EIN 04-2647786

Loan Processing

$64,854

CAPFINANCIAL PARTNERS LLC1 year

Filed as: CAPTRUST FINANCIAL ADVISORS

Service code 16 · EIN 26-0058143

Consulting

$38,620

COCA-COLA CONSOLIDATED, INC. BARGAINING EMPLOYEES 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

COCA-COLA CONSOLIDATED, INC. BARGAINING EMPLOYEES 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion