Plan Snapshot
- Plan Sponsor: Moet Hennessy Usa INC.
- Sponsor EIN: 135371790
- Sponsor Address: 19 EAST 57TH STREET, 7TH FLOOR, NEW YORK, NY, 100222506
- Plan Type: DB
- Total Participants: 313
- Total Assets: $131.4M
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 | 313 | $131.4M | $4.1M | $0 |
| 2023 | 339 | $134.2M | $7.7M | $0 |
| 2022 | 382 | $128.4M | $12.4M | $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 |
|---|---|---|---|---|
| AON CONSULTING | NONE | $430,508 | — | $430,508 |
| SEI PRIVATE TRUST COMPANY | NONE | $420,529 | — | $420,529 |
| WEAVER AND TIDWELL LLP | NONE | $25,200 | — | $25,200 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WEAVER AND TIDWELL LLP — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $876,237
- Estimated Expense Ratio: 0.667% 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 | $968,854 | $420,529 | — | $25,200 | — |
| 2023 | $1,108,082 | $411,290 | — | $43,000 | — |
| 2022 | $873,484 | $443,784 | $320,388 | — | $17,000 |