Coca-cola Southwest Beverage Llc 401(k) Plan: Login, Facts & Contact Information

Coca-cola Southwest Beverage Llc 401(k) Plan Facts

Plan name
COCA-COLA SOUTHWEST BEVERAGES 401(K) PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
COCA-COLA SOUTHWEST BEVERAGES LLC
Participants
14,453 (8,711 active employees)
Former employees with a balance
1,291
Plan assets
$589,032,657 at Dec 31, 2024
Average account balance
$58,476 across 10,073 accounts
Employer contributions
$22,353,423 in plan year 2024 (38% of all contributions)
Recordkeeper
Transamerica Retirement Solutions
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Apr 1, 2017
✓ Employer contributions✓ Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 15, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $58.4 million went into the plan in contributions, $22.4 million of it from the employer (38%).
  • $78.1 million was paid out to participants.
  • Investment and other income added $66.4 million.
  • Administrative expenses were $562,713, about $56 per account.

How the Coca-cola Southwest Beverage Llc 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
20199,647$500.3 million$18.3 million$41.0 million
20209,949$495.4 million$17.4 million$101.1 million
20219,986$540.9 million$16.5 million$62.8 million
202210,089$466.6 million$19.1 million$53.6 million
202310,776$543.2 million$20.2 million$45.4 million
202414,453$589.0 million$22.4 million$78.1 million

Coca-cola Southwest Beverage Llc 401(k) Contact Information

Phone
844-375-2653
Mailing address
TWO LINCOLN CENTER 5420 LBJ FREEWAY SUITE 800, DALLAS TX 75240
Plan sponsor
COCA-COLA SOUTHWEST BEVERAGES LLC
Employer identification number (EIN)
81-3909618
Plan number
001

Questions about the Coca-cola Southwest Beverage Llc 401(k)

Does Coca-cola Southwest Beverage Llc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $22.4 million, 38% of all contributions.

Does the Coca-cola Southwest Beverage Llc 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the Coca-cola Southwest Beverage Llc 401(k) plan?

14,453 participants at the start of plan year 2024, 8,711 of them active employees, and 1,291 former employees who still had money in the plan.

What is the average 401(k) balance at Coca-cola Southwest Beverage Llc?

About $58,476 per account: $589.0 million in plan assets across 10,073 accounts with a balance at the end of plan year 2024.

Who manages the Coca-cola Southwest Beverage Llc 401(k) accounts?

Transamerica (listed on the filing as TRANSAMERICA RETIREMENT SOLUTIONS) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Coca-cola Southwest Beverage Llc. How do I access my 401(k)?

Your account stays with Transamerica after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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