Pepsi-Cola Newburgh Bottling 401(k) match, vesting and fees
What Pepsi-Cola Newburgh 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 | Merrill Lynch, Pierce, Fenner and S | Schedule C ↗ |
| Independent auditor | Bst & Co. Cpas LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 8,908 defined-contribution plans in manufacturing with 100 to 499 participants.
| Pepsi-Cola Newburgh Bottling: employer contribution per participant | $2,235 | |
| Peer median | $1,847 |
| Pepsi-Cola Newburgh Bottling: average balance | $106,414 | |
| Peer median | $65,512 |
| Pepsi-Cola Newburgh Bottling: admin expenses ÷ assets | 0.12% | |
| Peer median | 0.32% |
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 $41.5M at the end of plan year 2021 to $45.4M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 457 | $45.4M | $954K | $2,235 | 0.12% | Not published | Form 5500 ↗ |
| 2023 | 520 | $43.6M | $837K | $1,873 | 0.19% | Not published | Form 5500 ↗ |
| 2022 | 417 | $37.8M | $749K | $1,911 | 0.06% | Not published | Form 5500 ↗ |
| 2021 | 385 | $41.5M | $797K | $2,206 | 0.02% | Not published | Form 5500 ↗ |
Common questions
Does Pepsi-Cola Newburgh Bottling match 401(k) contributions?
The match terms for the Pepsi-Cola Newburgh Bottling Co., Inc. 401(k) Profit Sharing Plan for Employees of Pepsi-Cola of the Hudson Valley and Pepsi-Cola Bris have not been published from its filing yet. The plan year 2024 filing reports $954K in employer contributions, about $2,235 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Pepsi-Cola Newburgh Bottling 401(k) match vested?
The vesting schedule for the Pepsi-Cola Newburgh Bottling Co., Inc. 401(k) Profit Sharing Plan for Employees of Pepsi-Cola of the Hudson Valley and Pepsi-Cola Bris is not in the data published so far. Your Summary Plan Description states it.
Who manages the Pepsi-Cola Newburgh Bottling 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Merrill Lynch, Pierce, Fenner and S. The plan administrator is Pepsi-Cola Newburgh Bottling Co., Inc..
I left Pepsi-Cola Newburgh Bottling. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Pepsi-Cola Newburgh Bottling Co., Inc., (845) 562-5400) or the recordkeeper, Merrill Lynch, Pierce, Fenner and S. The Pepsi-Cola Newburgh Bottling old 401(k) page lists the contacts from every plan filing. Find an old Pepsi-Cola Newburgh Bottling 401(k)
Data from the public Form 5500 annual reports Pepsi-Cola Newburgh 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 Pepsi-Cola Newburgh Bottling. Not financial advice. Report a correction · Methodology