Plan Snapshot
- Plan Sponsor: Pernod Ricard Usa, LLC
- Sponsor EIN: 522318616
- Sponsor Address: 250 PARK AVENUE, NEW YORK, NY, 10177
- Plan Type: DB
- Total Participants: 164
- Total Assets: $229.8M
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 | 164 | $229.8M | $3.0M | $0 |
| 2023 | 181 | $276.3M | $4.0M | $0 |
| 2022 | 210 | $263.8M | $16.0M | $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 |
|---|---|---|---|---|
| NORTHERN TRUST COMPANY | NONE | $618,880 | — | $618,880 |
| MERCER | NONE | $329,533 | — | $329,533 |
| NEPC, LLC | NONE | $135,504 | — | $135,504 |
| WARNER NORCROSS & JUDD LLP | NONE | $47,108 | — | $47,108 |
| FORVIS MAZARS, LLP | NONE | $35,700 | — | $35,700 |
| BLACKROCK INSTITUTIONAL TRUST COMPA | NONE | $5,116 | — | $5,116 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- NEPC, LLC — NONE
- WARNER NORCROSS & JUDD LLP — NONE
- FORVIS MAZARS, LLP — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,171,841
- Estimated Expense Ratio: 0.510% 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 | $1,428,989 | $759,500 | — | $35,700 | — |
| 2023 | $1,599,927 | $846,674 | — | $34,320 | — |
| 2022 | $1,418,346 | $869,994 | — | — | $307,546 |