# Sodexo Management, INC. Health & Welfare Plan
Source: https://planprovider.pro/companies/sodexo-management-inc-160812661-560

> Sodexo Management, INC.'s Health & Welfare plan: 1,160 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

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

- **Sponsor EIN:** 160812661

- **Sponsor Address:** 1528 SOUTH EL CAMINO REAL, SUITE407, SAN MATEO, CA, 94402

- **Plan Type:** Health & Welfare

- **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](https://planprovider.pro/provider/ineich-and-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|

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