The Refresco Usa 401(k) Savings & Retirement Plan
Sponsored by Refresco Beverages Us Inc. · EIN 581947565 · Plan #002
- Total assets
- $217M
- Net assets
- $217M
- Active participants
- 4,590
- With balances
- 5,406
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Creative Planning Institutional Advisors, Llc CRD 126777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| John Hancock | Recordkeeping, Participant loan processing, Float revenue | $277,546 |
| Sageview Advisory Group | Investment advisory (participants), Investment advisory (plan), Direct payment from the plan | $106,181 |
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $28,276 |