Plan Snapshot
- Plan Sponsor: Sodexo, INC.
- Sponsor EIN: 520936594
- Sponsor Address: 915 MEETING STREET, 15TH FLOOR, NORTH BETHESDA, MD, 20852
- Plan Type: 401(k)
- Plan Number: 511
- Total Participants: 26,940
- Total Assets: $9.9M
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 | 26,940 | $9.9M | $254.7M | $110.0M |
| 2023 | 25,389 | $10.7M | $216.3M | $105.5M |
| 2022 | 25,500 | $7.0M | $174.4M | $107.4M |
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 |
|---|---|---|---|---|
| AETNA | Recordkeeper | $7,909,034 | — | $7,909,034 |
| MERCER CONSULTING | Investment Advisor | $166,500 | — | $166,500 |
| BDO USA, P.C. | Auditor | $53,045 | — | $53,045 |
| AON | Actuary | $25,680 | — | $25,680 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MERCER CONSULTING — Investment Advisor
- BDO USA, P.C. — Auditor
- AON — Actuary
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $8,154,259
- Estimated Expense Ratio: 82.271% 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 | $8,210,628 | — | $8,075,534 | $53,045 | — |
| 2023 | $8,832,238 | — | $8,323,721 | $91,230 | — |
| 2022 | $15,033,287 | — | $14,759,997 | — | $273,290 |