Bobbees Bottling 401(k) match, vesting and fees
What Bobbees Bottling's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Decimal, Inc. | Schedule C ↗ |
| Independent auditor | Forvis Mazars LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2024 medians for 9,213 defined-contribution plans in professional, scientific, and technical services with 100 to 499 participants.
| Bobbees Bottling: employer contribution per participant | $489 | |
| Peer median | $2,521 |
| Bobbees Bottling: average balance | $6,232 | |
| Peer median | $75,833 |
| Bobbees Bottling: admin expenses ÷ assets | 1.32% | |
| Peer median | 0.27% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $693K at the end of plan year 2021 to $954K at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 195 | $954K | $75K | $489 | 1.32% | Not published | Form 5500 ↗ |
| 2023 | 155 | $816K | $59K | $457 | 1.32% | Not published | Form 5500 ↗ |
| 2022 | 142 | $672K | $53K | $442 | 1.17% | Not published | Form 5500 ↗ |
| 2021 | 130 | $693K | $51K | $506 | 0.98% | Not published | 5500-SF ↗ |
Common questions
Does Bobbees Bottling match 401(k) contributions?
The match terms for the Bobbees Bottling, Inc. Retirement Trust have not been published from its filing yet. The plan year 2024 filing reports $75K in employer contributions, about $489 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Bobbees Bottling 401(k) match vested?
The vesting schedule for the Bobbees Bottling, Inc. Retirement Trust is not in the data published so far. Your Summary Plan Description states it.
Who manages the Bobbees Bottling 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Decimal, Inc.. The plan administrator is Bobbees Bottling, Inc..
I left Bobbees Bottling. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Bobbees Bottling, Inc., (919) 496-4286) or the recordkeeper, Decimal, Inc.. The Bobbees Bottling old 401(k) page lists the contacts from every plan filing. Find an old Bobbees Bottling 401(k)
Data from the public Form 5500 annual reports Bobbees Bottling filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Bobbees Bottling. Not financial advice. Report a correction · Methodology