Plan Snapshot
- Plan Sponsor: Danone North America Public Benefit Corporation
- Sponsor EIN: 112574006
- Sponsor Address: 1 MAPLE AVE., WHITE PLAINS, NY, 10605
- Plan Type: DB
- Total Participants: 431
- Total Assets: $87.9M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 431 | $87.9M | $700,000 | $0 |
| 2023 | 478 | $89.9M | $700,000 | $0 |
| 2022 | 526 | $94.0M | $1.4M | $0 |
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 |
|---|---|---|---|---|
| MERCER US LLC | ACTUARY | $282,549 | — | $282,549 |
| TRANSAMERICA RETIREMENT SOLUTIONS | RECORD KEEPER | $256,559 | — | $256,559 |
| MERCER INVESTMENTS LLC | FIDUCIARY | $179,214 | — | $179,214 |
| STATE STREET BANK AND TRUST COMPANY | TRUST | $25,000 | — | $25,000 |
| CAUSEY DEMGEN & MOORE PC. | AUDITOR | $14,700 | — | $14,700 |
| HAYNIE & COMPANY | Auditor | $14,700 | — | $14,700 |
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: $772,722
- Estimated Expense Ratio: 0.879% 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 | $914,152 | $180,814 | — | $14,700 | — |
| 2023 | $1,011,033 | $39,750 | — | — | — |
| 2022 | $1,478,865 | $52,250 | — | — | $171,610 |