Plan Snapshot
- Plan Sponsor: Nestle Usa, INC.
- Sponsor EIN: 367324184
- Sponsor Address: 30500 BAINBRIDGE RD, SOLON, OH, 441392205
- Plan Type: 401(k)
- Plan Number: 101
- Total Participants: 0
- Total Assets: $2.2B
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 | $2.2B | $0 | $0 |
| 2023 | 0 | $2.5B | $0 | $0 |
| 2022 | 0 | $2.5B | $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 |
|---|---|---|---|---|
| PACIFIC INVESTMENT MANAGEMENT COMP. | Other Service Provider | $685,777 | — | $685,777 |
| CLARION PARTNERS | Other Service Provider | $535,070 | — | $535,070 |
| LEGAL & GENERAL INVESTMENT MGMT | Other Service Provider | $486,238 | — | $486,238 |
| THE NORTHERN TRUST COMPANY | Other Service Provider | $463,817 | — | $463,817 |
| BLACKROCK FINANCIAL MANAGEMENT, INC | Other Service Provider | $462,853 | — | $462,853 |
| RUSSELL INVESTMENTS CAPITAL, LLC | Investment Advisor | $353,238 | — | $353,238 |
| MORGAN STANLEY INVESTMENT MMT LTD | Other Service Provider | $281,039 | — | $281,039 |
| TOWNSEND HOLDINGS LLC | Other Service Provider | $186,241 | — | $186,241 |
| J.P. MORGAN INVESTMENT MGMT INC. | Recordkeeper | $150,959 | — | $150,959 |
| NESTLE IN THE USA | Other Service Provider | $123,722 | — | $123,722 |
| STATE STREET RESEARCH & MGMT CO. | Other Service Provider | $120,831 | — | $120,831 |
| CLARION PARTNERS, LLC | Other Service Provider | $91,755 | — | $91,755 |
| BUCKINGHAM PARTNERS, LLC | Other Service Provider | — | $61,202 | $61,202 |
| KPMG | Auditor | $57,518 | — | $57,518 |
| CALFEE HALTER & GRISWOLD LLP | Other Service Provider | $6,289 | — | $6,289 |
| ACA II ADVISORS, LLC | Other Service Provider | — | $6,103 | $6,103 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RUSSELL INVESTMENTS CAPITAL, LLC — Investment Advisor
- J.P. MORGAN INVESTMENT MGMT INC. — Recordkeeper
- KPMG — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $4,072,652
- Estimated Expense Ratio: 0.184% 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 | $4,933,955 | $2,632,690 | $370,315 | — | — |
| 2023 | $6,194,281 | $3,072,758 | $1,281,080 | — | — |
| 2022 | $7,049,167 | $4,908,144 | — | — | $1,612,855 |