2023 Form 5500 filing — Sodexo 401 (K) Employees' Retirement Savings Plan And Trust
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241011112748NAL0012424627001) for Sodexo 401 (K) Employees' Retirement Savings Plan And Trust, reported by Sodexo, Inc. under EIN 52-0936594 and plan number 003. It reports 106,209 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011112748NAL0012424627001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Sodexo, Inc.
- EIN
- 52-0936594
- Plan number
- 003
- Location
- North Bethesda, MD
- Participants
- 106,209
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,217,483,854
- Total liabilities (EOY)
- $299,746
- Net assets (EOY)
- $2,217,184,108
- Employer contributions
- $47,101,715
- Participant contributions
- $124,977,609
- Total income / additions
- $510,495,249
- Benefits paid
- $227,583,193
- Administrative expenses
- $5,141,462
- Total expenses
- $232,724,655
- Net increase / (decrease)
- $277,770,594
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Voya Financial, Inc. | NONE | $4,507,464 | $0 |
| Prudential Insurance Co. | NONE | $337,137 | not reported in the loaded dataset |
| Prudential Trust Co. | INVESTMENT MANAGEMENT | $181,023 | $0 |
| State Street Global Advisors Trust | INVESTMENT MANAGEMENT | $115,838 | $0 |