# Nestle Usa, INC. Health & Welfare Plan
Source: https://planprovider.pro/companies/nestle-usa-inc-951572209-609

> Nestle Usa, INC.'s Health & Welfare plan: 1,738 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

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

- **Sponsor EIN:** 951572209

- **Sponsor Address:** 30500 BAINBRIDGE ROAD, SOLON, OH, 441392216

- **Plan Type:** Health & Welfare

- **Plan Number:** 609

- **Total Participants:** 1,738

- **Total Assets:** $121.3M

## 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|1,738|$121.3M|$28.3M|$0|

| 2023|1,996|$108.9M|$22.1M|$0|

| 2022|0|$0|$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|

| LEGAL & GENERAL INVST MGMT AMERICA|Other Service Provider|$74,868|—|$74,868|

| RUSSELL INVESTMENTS CAPITAL, LLC|Investment Advisor|$50,515|—|$50,515|

| THE NORTHERN TRUST COMPANY|Other Service Provider|$28,204|—|$28,204|

### Verified Provider Profiles

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

- [RUSSELL INVESTMENTS CAPITAL, LLC](https://planprovider.pro/provider/russell-investments) — Investment Advisor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $153,587

- **Estimated Expense Ratio:** 0.127% 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|$153,587|$74,867|—|—|—|

| 2023|$140,367|$77,311|—|$10,000|—|

| 2022|—|—|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/nestle-usa-inc-951572209-609)

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