Plan Ledger DOL Form 5500 · updated monthly

Gillette Pepsi Companies, Inc.401(k)

THE GILLETTE PEPSI COMPANIES, INC. PROFIT SHARING AND SAVINGS PLAN · LACROSSE, WI · plan year 2023

Reported admin expense ratio · 2023
0.24%

Peer grade: B+ · admin costs + employer contributions vs same-size plans · how grading works

Gillette Pepsi Companies, Inc. reported $99,819 in plan administrative expenses for 2023: 0.24% of average plan assets, below the peer median. Employer contributions averaged $3,053 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.23% to 0.21%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other wholesale trade employers. By assets it is the 445th-largest of 1,936 plans among Wisconsin employers on file, and the 899th of 4,246 in wholesale trade. In 2023, employees put in $1.83 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$46,116,400
Participants with balances459
Active participants300
Employer contributions$915,763
Employee contributions$1,678,101
Employer contribution per active participant$3,053
Average account balance$100,471
Benefits paid to participants$3,384,361
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$44.4M · 451 accts · $917K emplr
2023$46.1M · 459 accts · $916K emplr
2022$38.8M · 452 accts · $828K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$99,819
Total administrative$99,819
The Gillette Pepsi Companies, Inc. 401(k) match · 2023
Employer contribution per active participant$3,053
Median for plans this size$2,440
2024$3,055 per active participant
2023$3,053 per active participant
2022$2,827 per active participant

Gillette Pepsi Companies, Inc.'s 2023 employer contribution ran above the $2,440 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20231
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator$99,819

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$93,278 · 0.21%
2023$99,819 · 0.24%
2022$102,277 · 0.23%
Similar plansWholesale Trade · Wisconsin
The Boelter Companies, Inc. WI$50.4M · 0.25%
E. O. Johnson Company, Inc. WI$48.0M · 0.46%
Gustave a. Larson Company WI$42.4M · 0.06%
C.G. Schmidt, Inc. WI$39.7M · 0.23%

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Source: U.S. Department of Labor, Form 5500 series, EIN 810868207 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.