Plan Snapshot
- Plan Sponsor: Pepsico, INC.
- Sponsor EIN: 131584302
- Sponsor Address: 700 ANDERSON HILL ROAD, PURCHASE, NY, 105771444
- Plan Type: 401(k)
- Total Participants: 134,629
- Total Assets: $14.9B
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 134,629 | $14.9B | $414.3M | $763.8M |
| 2023 | 137,398 | $13.7B | $361.5M | $709.0M |
| 2022 | 133,596 | $12.1B | $280.9M | $667.8M |
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 INVTS. INSTL. OPS. CO LLC | RECORDKEEPER | $2,041,296 | — | $2,041,296 |
| KPMG LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVTS. INSTL. OPS. CO LLC — RECORDKEEPER
- KPMG LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $2,041,296
- Estimated Expense Ratio: 0.014% 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 | $2,025,000 | — | $16,000 | — | — |
| 2023 | $1,938,000 | — | $17,000 | — | — |
| 2022 | $1,797,000 | — | — | — | — |