Plan Snapshot
- Plan Sponsor: Mondelez Global LLC
- Sponsor EIN: 460575918
- Sponsor Address: 905 WEST FULTON MARKET, SUITE 200, CHICAGO, IL, 60607
- Plan Type: 401(k)
- Plan Number: 059
- Total Participants: 0
- Total Assets: $282.4M
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 | 0 | $282.4M | $0 | $0 |
| 2023 | 0 | $1.3B | $0 | $0 |
| 2022 | 0 | $1.3B | $0 | $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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS | Recordkeeper | $469,059 | — | $469,059 |
| PGIM, INC | Recordkeeper | $307,954 | — | $307,954 |
| STATE STREET GLOBAL ADVISOR TRUST | Investment Advisor | $242,996 | — | $242,996 |
| WILLIS TOWERS WATSON US LLC | Recordkeeper | $209,301 | — | $209,301 |
| LEGAL AND GENERAL INVESTMENT MGMT | Other Service Provider | $163,421 | — | $163,421 |
| NISA INVESTMENT ADVISORS, LLC | Other Service Provider | $99,914 | — | $99,914 |
| ROCATON INVESTMENT ADVISORS | Other Service Provider | $82,987 | — | $82,987 |
| JP MORGAN CHASE BANK, NA | Custodian / Trustee | $76,236 | — | $76,236 |
| CROWE LLP | Other Service Provider | $34,375 | — | $34,375 |
| BRYAN CAVE | Other Service Provider | $16,313 | — | $16,313 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS — Recordkeeper
- PGIM, INC — Recordkeeper
- WILLIS TOWERS WATSON US LLC — Recordkeeper
- JP MORGAN CHASE BANK, NA — Custodian / Trustee
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,702,556
- Estimated Expense Ratio: 0.603% 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 | $3,820,000 | $2,063,000 | $14,000 | — | — |
| 2023 | $2,892,000 | $1,597,000 | $2,000 | — | — |
| 2022 | $3,191,000 | $1,883,000 | — | — | $20,000 |