# Sodexo, INC. Health & Welfare Plan
Source: https://planprovider.pro/companies/sodexo-inc-520936594-540

> Sodexo, INC.'s Health & Welfare plan: 65,846 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:** 540

- **Total Participants:** 65,846

- **Total Assets:** $4.3M

## 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|65,846|$4.3M|$160.3M|$0|

| 2023|66,204|$2.1M|$151.7M|$0|

| 2022|60,780|$6.5M|$113.7M|$0|

## 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|

| BDO USA, P.C.|Auditor|$40,465|—|$40,465|

### Verified Provider Profiles

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

- [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:** $40,465

- **Estimated Expense Ratio:** 0.948% 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|$119,943|—|—|$40,465|—|

| 2023|$120,781|—|—|$33,562|—|

| 2022|$61,144|—|—|—|$42,884|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/sodexo-inc-520936594-540)

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