AUMdb

Pension Plan For Legacy And Lowell Employees Of Coca Cola Beverages Northeast, Inc.

Sponsored by Coca Cola Beverages Northeast, Inc. · EIN 042614952 · Plan #004

Total assets
$66.7M
Net assets
$66.7M
Active participants
291
With balances
0

Plan year beginning 01/01/2024

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Agilis Partners Llc Actuarial, Recordkeeping, Investment advisory (plan) $493,493
Empower Annuity Insurance Company Trustee (institutional), Direct payment from the plan, Recordkeeping fees $8,523