# COCA-COLA BOTTLING COMPANY UNITED, INC. 401(K) PLAN

Retirement plan sponsored by **COCA-COLA BOTTLING COMPANY UNITED, INC.**. Form 5500 filing for plan year 2025.

| Field | Value |
|---|---|
| Sponsor | COCA-COLA BOTTLING COMPANY UNITED, INC. |
| EIN | 580148710 |
| Plan number | 003 |
| Plan year | 2025 |
| Location | BIRMINGHAM, AL |
| Industry | consumer goods |
| Total assets (end of year) | $695.5M |
| Participants | 11,447 |

## Service providers (Schedule C)

| Provider | Role |
|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | Recordkeeping fees; Account maintenance fees; Sub-transfer agency fees; Securities brokerage commissions and fees |
| KESTRA FINANCIAL | Investment advisory (plan) |
| MERCER | Consulting (general) |
| AZZAD ASSET MANAGEMENT, INC. | Investment advisory (participants); Investment management fees paid directly by plan |

## Other plans from this sponsor

- COCA-COLA BOTTLING COMPANY UNITED, INC. RETIREMENT PLAN: https://planoptica.com/retirement/580148710-001

## About this data

- Source: public Form 5500 filings from the U.S. Department of Labor (EBSA), rebuilt on each DOL release.
- Full page (charts, history, peer benchmarks, fees, contacts): https://planoptica.com/retirement/580148710-003
- Cite as: PlanOptica, https://planoptica.com/retirement/580148710-003
- More: https://planoptica.com/llms.txt · API waitlist: https://planoptica.com/developers