# Societe Generale DB Plan
Source: https://planprovider.pro/companies/societe-generale-plan-003

> Societe Generale's DB plan: 359 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|

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