# Sodexo, INC. Health & Welfare Plan
Source: https://planprovider.pro/companies/sodexo-inc-520936594-518

> Sodexo, INC.'s Health & Welfare plan: 3,002 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:** 518

- **Total Participants:** 3,002

- **Total Assets:** $2.6M

## 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|3,002|$2.6M|$0|$4.7M|

| 2023|2,965|$2.6M|$0|$4.3M|

| 2022|2,927|$2.4M|$0|$4.3M|

## 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|

| ALIGHT|Recordkeeper|$125,697|—|$125,697|

| BDO USA, P.C.|Auditor|$42,825|—|$42,825|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [ALIGHT](https://planprovider.pro/provider/alight-solutions) — Recordkeeper

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

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $168,522

- **Estimated Expense Ratio:** 6.436% 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|$168,522|—|$125,697|$42,825|—|

| 2023|$155,582|—|$120,864|$34,718|—|

| 2022|$157,152|—|$115,484|—|$41,668|

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