Plan Snapshot
- Plan Sponsor: Pepsico, INC.
- Sponsor EIN: 131584302
- Sponsor Address: 700 ANDERSON HILL ROAD, PURCHASE, NY, 105771444
- Plan Type: DB
- Plan Number: 004
- Total Participants: 10,017
- Total Assets: $6.8B
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 | 10,017 | $6.8B | $250.0M | $0 |
| 2023 | 11,289 | $7.6B | $0 | $0 |
| 2022 | 12,289 | $7.7B | $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 INSTI ASSET MGMT | Other Service Provider | $3,391,975 | — | $3,391,975 |
| STATE STREET | Other Service Provider | $1,439,278 | — | $1,439,278 |
| NISA | Other Service Provider | $1,111,573 | — | $1,111,573 |
| MFS INSTITUTIONAL ADVISORS | Other Service Provider | $1,050,815 | — | $1,050,815 |
| MERCER | Investment Advisor | $1,026,618 | — | $1,026,618 |
| JENNISON ASSOCIATES LLC | Other Service Provider | $820,841 | — | $820,841 |
| PEPSICO, INC. | Other Service Provider | $705,596 | — | $705,596 |
| MARATHON ASSET MANAGEMENT | Other Service Provider | $694,098 | — | $694,098 |
| CAMBRIDGE ADVISORY GROUP | Other Service Provider | $671,488 | — | $671,488 |
| ALTRINSIC GLOBAL ADVISORS | Other Service Provider | $658,928 | — | $658,928 |
| JP MORGAN INVESTMENT MANAGEMENT | Recordkeeper | $633,527 | — | $633,527 |
| DODGE AND COX | Other Service Provider | $578,838 | — | $578,838 |
| TIMES SQUARE CAPITAL MANAGEMENT LLC | Other Service Provider | $541,871 | — | $541,871 |
| WELLINGTON MANAGEMENT CO LLP | Other Service Provider | $519,616 | — | $519,616 |
| PGIM INC | Recordkeeper | $434,839 | — | $434,839 |
| LOOMIS SAYLES | Other Service Provider | $387,745 | — | $387,745 |
| EARNEST PARTNERS | Other Service Provider | $374,601 | — | $374,601 |
| JP MORGAN CHASE BANK | Other Service Provider | $300,994 | — | $300,994 |
| ARIEL CAPITAL | Other Service Provider | $290,872 | — | $290,872 |
| NORTHERN TRUST COMPANY | Other Service Provider | $251,344 | — | $251,344 |
| VONTOBEL USA INC | Other Service Provider | $232,519 | — | $232,519 |
| WILLIS TOWERS WATSON | Recordkeeper | $232,005 | — | $232,005 |
| BLACKROCK INSTITUTIONAL ADVISORS | Other Service Provider | $171,304 | — | $171,304 |
| DIMENSIONAL FUND ADVISORS | Other Service Provider | $159,701 | — | $159,701 |
| RUSSELL IMPLEMENTATION SERVICES | Investment Advisor | $153,730 | — | $153,730 |
| PAYDEN & RYGEL | Other Service Provider | $114,333 | — | $114,333 |
| PUGH CAPITAL MGMT INC | Other Service Provider | $113,868 | — | $113,868 |
| PRUDENTIAL BANK & TRUST COMPANY | Other Service Provider | $113,379 | — | $113,379 |
| TOWERS WATSON INVESTMENT SERVICE IN | Other Service Provider | $94,991 | — | $94,991 |
| KPMG, LLP | Auditor | $90,915 | — | $90,915 |
| KILPATRICK STOCKTON | Other Service Provider | $72,283 | — | $72,283 |
| JAMESTOWN PREMIER PROPERTY FUND | Other Service Provider | $62,509 | — | $62,509 |
| PRUDENTIAL INSURANCE COMPANY | Recordkeeper | $52,661 | — | $52,661 |
| TOWNSEND GROUP | Other Service Provider | $32,809 | — | $32,809 |
| METROPOLITAN LIFE INSURANCE | Other Service Provider | $32,639 | — | $32,639 |
| BANCO POPULAR | Other Service Provider | $24,406 | — | $24,406 |
| UBS GLOBAL ASSET MANAGEMENT | Investment Advisor | $14,765 | — | $14,765 |
| THOMPSON COBURN LLP | ERISA Attorney | $8,871 | — | $8,871 |
| HEALTH AND PRODUCTIVITY CONSULTING, | Other Service Provider | $8,381 | — | $8,381 |
| COMMITTEE OF INVESTMENT OF EMPLOYEE | Other Service Provider | $7,690 | — | $7,690 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MERCER — Investment Advisor
- JP MORGAN INVESTMENT MANAGEMENT — Recordkeeper
- PGIM INC — Recordkeeper
- WILLIS TOWERS WATSON — Recordkeeper
- RUSSELL IMPLEMENTATION SERVICES — Investment Advisor
- KPMG, LLP — Auditor
- PRUDENTIAL INSURANCE COMPANY — Recordkeeper
- UBS GLOBAL ASSET MANAGEMENT — Investment Advisor
- THOMPSON COBURN LLP — ERISA Attorney
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $17,679,216
- Estimated Expense Ratio: 0.259% 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 | $12,854,000 | — | — | $88,000 | — |
| 2023 | $13,809,000 | — | — | $53,000 | — |
| 2022 | $14,782,000 | — | — | — | $14,782,000 |