Plan Snapshot
- Plan Sponsor: Sodexo, INC.
- Sponsor EIN: 520936594
- Sponsor Address: 915 MEETING STREET, 15TH FLOOR, NORTH BETHESDA, MD, 20852
- Plan Type: 401(k)
- Total Participants: 107,164
- Total Assets: $2.4B
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 | 107,164 | $2.4B | $42.7M | $95.1M |
| 2023 | 86,365 | $2.2B | $47.1M | $125.0M |
| 2022 | 80,121 | $1.9B | $42.6M | $116.2M |
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 |
|---|---|---|---|---|
| VOYA FINANCIAL, INC. | NONE | $7,147,197 | — | $7,147,197 |
| PRUDENTIAL INSURANCE CO. | NONE | $298,762 | — | $298,762 |
| PRUDENTIAL TRUST CO. | INVESTMENT MANAGEMENT | $166,138 | — | $166,138 |
| STATE STREET GLOBAL ADVISORS TRUST | INVESTMENT MANAGEMENT | $127,602 | — | $127,602 |
| BDO USA, P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PRUDENTIAL INSURANCE CO. — NONE
- BDO USA, P.C. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $7,739,699
- Estimated Expense Ratio: 0.316% 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 | $7,739,699 | $592,502 | — | — | — |
| 2023 | $5,141,462 | $633,998 | — | — | — |
| 2022 | $5,477,602 | $647,644 | $4,829,958 | — | — |