Sunny Delight Beverages 401(k) match, vesting and fees
What Sunny Delight Beverages' 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 | Jpmorgan Invest Holdings LLC | Schedule C ↗ |
| Independent auditor | Barnes Dennig & Co Ltd (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2025 medians for 408 defined-contribution plans in manufacturing with 500 to 999 participants.
| Sunny Delight Beverages: employer contribution per participant | $1,613 | |
| Peer median | $2,176 |
| Sunny Delight Beverages: average balance | $122,720 | |
| Peer median | $86,901 |
| Sunny Delight Beverages: admin expenses ÷ assets | 0.09% | |
| Peer median | 0.16% |
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 $68.1M at the end of plan year 2021 to $68.1M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 704 | $68.1M | $895K | $1,613 | 0.09% | Not published | Form 5500 ↗ |
| 2024 | 714 | $61.2M | $869K | $1,509 | 0.10% | Not published | Form 5500 ↗ |
| 2023 | 760 | $59.6M | $1.1M | $1,642 | 0.20% | Not published | Form 5500 ↗ |
| 2022 | 608 | $53.7M | $945K | $1,673 | 0.21% | Not published | Form 5500 ↗ |
| 2021 | 608 | $68.1M | $832K | $1,472 | 0.16% | Not published | Form 5500 ↗ |
Common questions
Does Sunny Delight Beverages match 401(k) contributions?
The match terms for the Sunny Delight Beverages Co. Retirement Savings Plan have not been published from its filing yet. The plan year 2025 filing reports $895K in employer contributions, about $1,613 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Sunny Delight Beverages 401(k) match vested?
The vesting schedule for the Sunny Delight Beverages Co. Retirement Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Sunny Delight Beverages 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Jpmorgan Invest Holdings LLC. The plan administrator is Sunny Delight Beverages Co..
I left Sunny Delight Beverages. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Sunny Delight Beverages Co., (203) 504-3500) or the recordkeeper, Jpmorgan Invest Holdings LLC. The Sunny Delight Beverages old 401(k) page lists the contacts from every plan filing. Find an old Sunny Delight Beverages 401(k)
Data from the public Form 5500 annual reports Sunny Delight Beverages 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 Sunny Delight Beverages. Not financial advice. Report a correction · Methodology