Plan Snapshot

Plan Sponsor: Pepsico, INC.
Sponsor EIN: 131584302
Sponsor Address: 700 ANDERSON HILL ROAD, PURCHASE, NY, 105771444
Plan Type: DB
Total Participants: 73,116
Total Assets: $4.2B

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	73,116	$4.2B	$0	$0
2023	72,315	$4.3B	$150.0M	$0
2022	67,389	$3.9B	$250.0M	$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	NONE	$4,293,771	—	$4,293,771
STATE STREET	NONE	$1,821,927	—	$1,821,927
NISA	NONE	$1,407,097	—	$1,407,097
MFS INSTITUTIONAL ADVISORS	NONE	$1,330,186	—	$1,330,186
MERCER	NONE	$1,299,556	—	$1,299,556
JENNISON ASSOCIATES	NONE	$1,039,072	—	$1,039,072
PEPSICO, INC.	EMPLOYER	$893,188	—	$893,188
MARATHON ASSET MANAGEMENT	NONE	$878,632	—	$878,632
CAMBRIDGE ADVISORY GROUP	NONE	$850,012	—	$850,012
ALTRINSIC GLOBAL ADVISORS	NONE	$834,112	—	$834,112
JP MORGAN INVESTMENT MANAGEMENT	NONE	$801,958	—	$801,958
DODGE AND COX	NONE	$732,730	—	$732,730
TIMES SQUARE CAPITAL MANAGEMENT LLC	NONE	$685,934	—	$685,934
WELLINGTON MANAGEMENT CO LLP	NONE	$657,763	—	$657,763
PGIM INC	NONE	$550,447	—	$550,447
LOOMIS SAYLES	NONE	$490,832	—	$490,832
EARNEST PARTNERS	NONE	$474,192	—	$474,192
JP MORGAN CHASE BANK	NONE	$381,017	—	$381,017
ARIEL CAPITAL	NONE	$368,204	—	$368,204
NORTHERN TRUST COMPANY	NONE	$318,167	—	$318,167
VONTOBEL USA INC	NONE	$294,337	—	$294,337
WILLIS TOWERS WATSON	NONE	$293,686	—	$293,686
BLACKROCK INSTITUTIONAL ADVISORS	NONE	$216,848	—	$216,848
DIMENSIONAL FUND ADVISORS	NONE	$202,159	—	$202,159
RUSSELL IMPLEMENTATION SERVICES	NONE	$194,601	—	$194,601
PAYDEN & RYGEL	NONE	$144,729	—	$144,729
PUGH CAPITAL MGMT INC	NONE	$144,142	—	$144,142
PRUDENTIAL BANK & TRUST COMPANY	NONE	$143,523	—	$143,523
TOWERS WATSON INVESTMENT SERVICE	NONE	$120,245	—	$120,245
KPMG, LLP	NONE	$115,085	—	$115,085
KILPATRICK STOCKTON	NONE	$91,501	—	$91,501
JAMESTOWN PREMIER PROPERTY FUND	NONE	$79,128	—	$79,128
PRUDENTIAL INSURANCE COMPANY	NONE	$66,661	—	$66,661
TOWNSEND GROUP	NONE	$41,532	—	$41,532
METROPOLITAN LIFE INSURANCE	NONE	$41,316	—	$41,316
BANCO POPULAR	NONE	$30,895	—	$30,895
UBS GLOBAL ASSET MANAGEMENT	NONE	$18,691	—	$18,691
THOMPSON & COBURN	NONE	$11,229	—	$11,229
HEALTH AND PRODUCTIVITY CONSULTING	NONE	$10,609	—	$10,609

Verified Provider Profiles

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

Plan Fees & Expenses

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

Total Service Provider Fees: $22,369,714
Estimated Expense Ratio: 0.533% 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	$16,271,000	—	—	$113,000	—
2023	$15,041,000	—	—	$153,000	—
2022	$15,860,000	—	—	—	$15,860,000

Pepsico, INC. DB Plan