# Pepsico, INC. DB Plan
Source: https://planprovider.pro/companies/pepsico-inc-plan-121

> Pepsico, INC.'s DB plan: 73,116 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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:

- [JP MORGAN INVESTMENT MANAGEMENT](https://planprovider.pro/provider/jp-morgan-asset-management) — NONE

- [PGIM INC](https://planprovider.pro/provider/alight-solutions) — NONE

- [RUSSELL IMPLEMENTATION SERVICES](https://planprovider.pro/provider/russell-investments) — NONE

- [KPMG, LLP](https://planprovider.pro/provider/kpmg-llp) — NONE

- [PRUDENTIAL INSURANCE COMPANY](https://planprovider.pro/provider/empower) — NONE

- [UBS GLOBAL ASSET MANAGEMENT](https://planprovider.pro/provider/ubs-financial-services-inc) — NONE

- [THOMPSON & COBURN](https://planprovider.pro/provider/thompson-coburn-llp) — NONE

## 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|

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