Retirement plan

RAND COCA-COLA BEVERAGES, INC. 401(K) PROFIT SHARING PLAN

Name: RAND COCA-COLA BEVERAGES, INC. - RAND COCA-COLA BEVERAGES, INC. 401(K) PROFIT SHARING PLAN (2025) Form 5500
Creator: RAND COCA-COLA BEVERAGES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, RAND COCA-COLA BEVERAGES, INC. 401(K) PROFIT SHARING PLAN, RAND COCA-COLA BEVERAGES, INC.

RAND COCA-COLA BEVERAGES, INC.EIN 56-0207560Plan #002PY 2025

P. O. BOX 887 - APEX, NC 27502919-383-1531LinkedIn1-10 employeeswine and spirits

Other plans on this EIN

1 filing

#004Retirement--

Prospect flagsHigh feesLow participationCorrective distributions

Top hat statement on fileNQDC

Filed October 18, 2004

This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.

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Total assets (EOY)

$10.6M

+7.8% from 2024

Total participants

161

-7.5% from 2024

Average account balance

$91,698

+18.9% from 2024

Annual return

12.92%

-0.39 pp from 2024

Benchmarks

See 475 peers

Peer group

Industry31 - Manufacturing

Plan typeDefined contribution

Participants100-249

Cohort475 peers

Snapshot2025

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Analytics

Total assets (EOY)

Plan-year ending balance

$10.64M

Not enough data

1 years with asset history on file

Average account balance

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

$92K

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.

116

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.

66.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$424K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+12.92%

Not enough data

1 years with return on file

Admin fee / account holder

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

$451

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

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Service providers

Top 3 by compensation

Provider	Service type	Compensation
GOLDMAN SACHS1 year Filed as: UNITED CAPITAL FIN. ADVISORS Service code 26 · EIN 27-0493248 450 E LAS OLAS BLVD · FORT LAUDERDALE, FL 33394	Advisory (Participants)	$25,125
JOHN HANCOCK LIFE INSURANCE COMPANY11+ years Filed as: JOHN HANCOCK LIFE INS. CO. (USA) Service code 15 · EIN 01-0233346 P. O. BOX 600 · BUFFALO, NY 142010600	Recordkeeping	$22,655
CORPORATE PLANS & SERVICES, INC.11+ years Service code 37 · EIN 56-0990374 219 WILLIAMSON ROAD, SUITE 1120 · MOORESVILLE, NC 28117	Loan Processing	$4,500

Plan features & details

Pension benefit codes2E2F2G2J2K2T3D

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.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

3 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).

Expense breakdown

Schedule H Part II

Admin total

$52K

$384 / participant

Recordkeeping$52K100.0%

% of EOY assets

0.491%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

The auditor signed off without reservation. This is the cleanest opinion.

Auditor firm: SMITH LEONARD, PLLC
Auditor EIN: 205907591
Audit fees: (not subdivided)
Opinion code: Unqualified

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$91,698

$65,561+39.9%

$91,541+0.2%

$74,304+23.4%

Participation rate

66.9%

56.6%+10.3pp

69.8%-2.9pp

60.3%+6.6pp

Annual return

12.92%

17.68%-4.8pp

20.50%-7.6pp

29.43%-16.5pp

Employer contribution / active EE

$631

$1,717-63.2%

$2,505-74.8%

$2,241-71.8%

Participant deferral / active EE

$2,485

$2,918-14.8%

$4,008-38.0%

$3,767-34.0%

Admin fee / account holder

$451

$3,333-86.5%

$6,956-93.5%

$2,969-84.8%

Provider

Service type

Compensation

GOLDMAN SACHS1 year

Filed as: UNITED CAPITAL FIN. ADVISORS

Service code 26 · EIN 27-0493248

450 E LAS OLAS BLVD · FORT LAUDERDALE, FL 33394

Advisory (Participants)

$25,125

JOHN HANCOCK LIFE INSURANCE COMPANY11+ years

Filed as: JOHN HANCOCK LIFE INS. CO. (USA)

Service code 15 · EIN 01-0233346

P. O. BOX 600 · BUFFALO, NY 142010600

Recordkeeping

$22,655

CORPORATE PLANS & SERVICES, INC.11+ years

Service code 37 · EIN 56-0990374

219 WILLIAMSON ROAD, SUITE 1120 · MOORESVILLE, NC 28117

Loan Processing

$4,500

RAND COCA-COLA BEVERAGES, INC. 401(K) PROFIT SHARING PLAN

Top hat statement on fileNQDC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

RAND COCA-COLA BEVERAGES, INC. 401(K) PROFIT SHARING PLAN

Top hat statement on fileNQDC

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