Plan Snapshot
- Plan Sponsor: Societe Generale
- Sponsor EIN: 521128875
- Sponsor Address: 245 PARK AVENUE, NEW YORK, NY, 10167
- Plan Type: DB
- Total Participants: 359
- Total Assets: $225.5M
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 | 359 | $225.5M | $0 | $0 |
| 2023 | 414 | $245.3M | $0 | $0 |
| 2022 | 465 | $239.5M | $0 | $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 |
|---|---|---|---|---|
| MERCER INVESTMENTS LLC | FIDUCIARY | $378,220 | — | $378,220 |
| MERCER | NONE | $336,230 | — | $336,230 |
| NORTHERN TRUST COMPANY | NONE | $93,469 | — | $93,469 |
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $807,919
- Estimated Expense Ratio: 0.358% 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 | $1,018,964 | $378,220 | — | — | — |
| 2023 | $1,264,109 | $336,964 | — | — | — |
| 2022 | $765,875 | $283,819 | — | — | $291,712 |