Plan Snapshot
- Plan Sponsor: Sodexo Management, INC.
- Sponsor EIN: 160812661
- Sponsor Address: 1528 SOUTH EL CAMINO REAL, SUITE407, SAN MATEO, CA, 94402
- Plan Type: 401(k)
- Plan Number: 560
- Total Participants: 1,160
- Total Assets: $10.6M
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 | 1,160 | $10.6M | $9.9M | $10,278 |
| 2023 | 1,234 | $8.5M | $9.0M | $7,880 |
| 2022 | 1,216 | $7.2M | $8.4M | $5,936 |
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 |
|---|---|---|---|---|
| FCE BENEFIT ADMINISTRATORS, INC. | Other Service Provider | $569,802 | $127,786 | $697,588 |
| FIDUCIARY PLAN MANAGEMENT SERVICES | Other Service Provider | $100,000 | — | $100,000 |
| CIGNA HEALTH AND LIFE INSURANCE COM | Other Service Provider | $95,330 | — | $95,330 |
| GLOBAL CARE INC. | Other Service Provider | $43,953 | — | $43,953 |
| UNITED WORKERS WELLNESS | Other Service Provider | $43,659 | — | $43,659 |
| INEICH & COMPANY, LLP | Auditor | $34,750 | — | $34,750 |
| FCE FINANCIAL SERVICES, INC. | Other Service Provider | $15,701 | — | $15,701 |
| FIRST HEALTH NETWORK | Other Service Provider | $9,047 | — | $9,047 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- INEICH & COMPANY, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,040,028
- Estimated Expense Ratio: 9.815% 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 | $755,625 | — | $513,584 | $34,750 | — |
| 2023 | $847,186 | — | $515,755 | $33,100 | — |
| 2022 | $785,868 | — | $237,197 | — | $115,315 |