# Pernod Ricard Usa, LLC DB Plan
Source: https://planprovider.pro/companies/pernod-ricard-usa-llc-plan-005

> Pernod Ricard Usa, LLC's DB plan: 164 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 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](https://planprovider.pro/provider/milliman) — NONE

- [WARNER NORCROSS & JUDD LLP](https://planprovider.pro/provider/warner-norcross-judd-llp) — NONE

- [FORVIS MAZARS, LLP](https://planprovider.pro/provider/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|

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