# Heineken Usa, INC. 401(k) Plan
Source: https://planprovider.pro/companies/heineken-usa-inc-401k-plan

> Heineken Usa, INC.'s 401(k) plan: 436 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Heineken Usa, INC.

- **Sponsor EIN:** 131539933

- **Sponsor Address:** 360 HAMILTON AVENUE, SUITE 1103, WHITE PLAINS, NY, 106011108

- **Plan Type:** 401(k)

- **Total Participants:** 436

- **Total Assets:** $208.8M

## 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|436|$208.8M|$3.1M|$6.7M|

| 2023|438|$180.9M|$2.9M|$6.4M|

| 2022|434|$142.9M|$2.4M|$5.9M|

## 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|

| CAPTRUST|CONSULTANT|$29,375|—|$29,375|

| PKF O'CONNOR DAVIES, LLP|ACCOUNTANT/AUDITOR|$17,500|—|$17,500|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [CAPTRUST](https://planprovider.pro/provider/captrust) — CONSULTANT

- [PKF O'CONNOR DAVIES, LLP](https://planprovider.pro/provider/bpas) — ACCOUNTANT/AUDITOR

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $46,875

- **Estimated Expense Ratio:** 0.022% 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|-$126,880|—|—|$17,500|—|

| 2023|-$100,962|—|—|—|—|

| 2022|-$170,528|—|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/heineken-usa-inc-401k-plan)

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