Plan Snapshot
- Plan Sponsor: Danone North America Public Benefit Corporation
- Sponsor EIN: 112574006
- Sponsor Address: 1 MAPLE AVE., WHITE PLAINS, NY, 10605
- Plan Type: 401(k)
- Total Participants: 5,415
- Total Assets: $772.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 5,415 | $772.6M | $26.8M | $48.7M |
| 2023 | 5,356 | $694.3M | $25.6M | $43.7M |
| 2022 | 5,310 | $570.8M | $24.0M | $40.6M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | RECORD KEEPER | $556,927 | — | $556,927 |
| CAP FINANCIAL PARTNERS LLC | INVESTMENT ADVISORY | $49,073 | — | $49,073 |
| CAUSE DEMGEN & MOORE P.C. | AUDITOR | $43,700 | — | $43,700 |
| HAYNIE & COMPANY | Auditor | $43,700 | — | $43,700 |
| ROSS PRESS, INC. | PRINTING | $5,250 | — | $5,250 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA RETIREMENT SOLUTIONS — RECORD KEEPER
- HAYNIE & COMPANY — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $698,650
- Estimated Expense Ratio: 0.090% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $654,949 | $54,323 | — | $43,700 | — |
| 2023 | $581,057 | $67,514 | — | — | — |
| 2022 | $546,481 | $56,594 | — | — | $14,000 |