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: 514
- Total Participants: 27,052
- Total Assets: $5.9M
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 | 27,052 | $5.9M | $251,898 | $16.1M |
| 2023 | 25,948 | $7.2M | $280,056 | $15.3M |
| 2022 | 24,831 | $8.1M | $293,071 | $15.2M |
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 |
|---|---|---|---|---|
| METROPOLITAN LIFE | Recordkeeper | $673,813 | — | $673,813 |
| BDO USA, P.C. | Auditor | $90,789 | — | $90,789 |
| AON | Actuary | $8,610 | — | $8,610 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- 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: $773,212
- Estimated Expense Ratio: 13.022% 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 | $798,267 | — | $673,813 | $90,789 | — |
| 2023 | $704,432 | — | $635,924 | $33,106 | — |
| 2022 | $721,884 | — | $608,813 | — | $95,829 |