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 |
|---|---|---|---|---|
| KPMG, LLP. | Auditor | $113,000 | — | $113,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KPMG, LLP. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $113,000
- Estimated Expense Ratio: 0.003% 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 |