# Sodexo, INC. Health & Welfare Plan
Source: https://planprovider.pro/companies/sodexo-inc-520936594-511

> Sodexo, INC.'s Health & Welfare plan: 26,940 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Sodexo, INC.

- **Sponsor EIN:** 520936594

- **Sponsor Address:** 915 MEETING STREET, 15TH FLOOR, NORTH BETHESDA, MD, 20852

- **Plan Type:** Health & Welfare

- **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](https://planprovider.pro/provider/mercer-advisors) — Investment Advisor

- [BDO USA, P.C.](https://planprovider.pro/provider/bdo-usa-pc) — Auditor

- [AON](https://planprovider.pro/provider/alight-solutions) — 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|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/sodexo-inc-520936594-511)

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