Coca-Cola Beverages Northeast 401(k) match, vesting and fees
What Coca-Cola Beverages Northeast'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 | The Vanguard Group, Inc. | Schedule C ↗ |
| Independent auditor | Boivin and Associates, Cpas, PLLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 1,619 defined-contribution plans in manufacturing with 1,000 to 4,999 participants.
| Coca-Cola Beverages Northeast: employer contribution per participant | $3,230 | |
| Peer median | $2,413 |
| Coca-Cola Beverages Northeast: average balance | $115,484 | |
| Peer median | $86,456 |
| Coca-Cola Beverages Northeast: admin expenses ÷ assets | 0.15% | |
| Peer median | 0.12% |
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 $370M at the end of plan year 2021 to $400M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 3,525 | $400M | $11.2M | $3,230 | 0.15% | Not published | Form 5500 ↗ |
| 2023 | 3,537 | $363M | $9.5M | $2,742 | 0.15% | Not published | Form 5500 ↗ |
| 2022 | 3,363 | $308M | $8.8M | $2,681 | 0.14% | Not published | Form 5500 ↗ |
| 2021 | 3,255 | $370M | $8.3M | $2,589 | 0.15% | Not published | Form 5500 ↗ |
Other Coca-Cola Beverages Northeast plans (3)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Pension Plan for Employees of Coca-Cola Beverages Northeast, Inc.
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 | Agilis Partners LLC | Schedule C ↗ |
| Independent auditor | Boivin & Associates, Cpas, PLLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Active | Form 5500 ↗ |
Pension Plan for Needham and Waltham Local No. 513 Employees of Coca-Cola Beverages Northeast, Inc.
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.
| Independent auditor | Boivin & Associates, Cpas, PLLC (disclaimer opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Terminated (final filing) | Form 5500 ↗ |
Pension Plan for Legacy and Lowell Employees of Coca-Cola Beverages Northeast, Inc.
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 | Gallagher Benefit Services, Inc. | Schedule C ↗ |
| Independent auditor | Boivin & Associates, Cpas, PLLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Terminated (final filing) | Form 5500 ↗ |
Common questions
Does Coca-Cola Beverages Northeast match 401(k) contributions?
The match terms for the Coca Cola Beverages Northeast, Inc. Incentive Savings Plan have not been published from its filing yet. The plan year 2024 filing reports $11.2M in employer contributions, about $3,230 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Coca-Cola Beverages Northeast 401(k) match vested?
The vesting schedule for the Coca Cola Beverages Northeast, Inc. Incentive Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Coca-Cola Beverages Northeast 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is The Vanguard Group, Inc.. The plan administrator is Coca-Cola Beverages Northeast, Inc..
I left Coca-Cola Beverages Northeast. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Coca-Cola Beverages Northeast, Inc., (603) 627-6142) or the recordkeeper, The Vanguard Group, Inc.. The Coca-Cola Beverages Northeast old 401(k) page lists the contacts from every plan filing. Find an old Coca-Cola Beverages Northeast 401(k)
Data from the public Form 5500 annual reports Coca-Cola Beverages Northeast filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) 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 Coca-Cola Beverages Northeast. Not financial advice. Report a correction · Methodology