# Pernod Ricard Usa, LLC 401(k) Plan
Source: https://planprovider.pro/companies/pernod-ricard-usa-llc-401k-plan

> Pernod Ricard Usa, LLC's 401(k) plan: 1,334 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Pernod Ricard Usa, LLC

- **Sponsor EIN:** 522318616

- **Sponsor Address:** 250 PARK AVE, NEW YORK, NY, 10177

- **Plan Type:** 401(k)

- **Total Participants:** 1,334

- **Total Assets:** $357.9M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** No

- **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|1,334|$357.9M|$13.7M|$14.1M|

| 2023|1,335|$298.4M|$13.9M|$14.1M|

| 2022|1,335|$242.3M|$12.6M|$12.6M|

## 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|

| NEPC, LLC|CONSULTANT|$124,367|—|$124,367|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$64,737|—|$64,737|

| FORVIS MAZARS, LLP|CONSULTANT|$35,700|—|$35,700|

| WARNER NORCROSS & JU|ATTORNEY/LEGAL|$25,433|—|$25,433|

### Verified Provider Profiles

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

- [NEPC, LLC](https://planprovider.pro/provider/milliman) — CONSULTANT

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [FORVIS MAZARS, LLP](https://planprovider.pro/provider/forvis-mazars-llp) — CONSULTANT

- [WARNER NORCROSS & JU](https://planprovider.pro/provider/warner-norcross-judd-llp) — ATTORNEY/LEGAL

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $250,237

- **Estimated Expense Ratio:** 0.070% 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|$250,237|—|—|$35,700|—|

| 2023|$184,473|—|—|$37,440|—|

| 2022|$215,650|—|—|—|—|

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