Plan Ledger DOL Form 5500 · updated monthly

Pernod Ricard USA, LLC401(k)

SAVINGS PLAN FOR EMPLOYEES OF PERNOD RICARD USA, LLC · NEW YORK, NY · plan year 2024

Reported admin expense ratio · 2024
0.08%

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

Pernod Ricard USA, LLC reported $250,237 in plan administrative expenses for 2024: 0.08% of average plan assets, above the peer median. Employer contributions averaged $10,295 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 0.082% to 0.076%. The plan sits in the $250M–$1B size bracket, benchmarked here against 2,883 comparable plans and shown alongside other wholesale trade employers. By assets it is the 298th-largest of 5,648 plans among New York employers on file, and the 134th of 4,246 in wholesale trade. In 2024, employees put in $1.03 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$357,947,965
Participants with balances2,246
Active participants1,334
Employer contributions$13,733,217
Employee contributions$14,104,635
Employer contribution per active participant$10,295
Average account balance$159,371
Benefits paid to participants$25,344,985
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$357.9M · 2,246 accts · $13.7M emplr
2023$298.4M · 2,252 accts · $13.9M emplr
2022$242.3M · 2,200 accts · $12.6M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$64,737
Audit (IQPA)$35,700
Total administrative$250,237
The Pernod Ricard USA, LLC 401(k) match · 2024
Employer contribution per active participant$10,295
Median for plans this size$4,294
2024$10,295 per active participant
2023$10,398 per active participant
2022$9,462 per active participant

Pernod Ricard USA, LLC's 2024 employer contribution ran above the $4,294 median for plans its size, placing it in the top quarter of its peers. 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20244
NEPC, LLC · Consulting$124,367
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$64,737
FORVIS MAZARS, LLP · Accounting / audit$35,700
WARNER NORCROSS & JU · Legal$25,433

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$250,237 · 0.08%
2023$184,473 · 0.07%
2022$215,650 · 0.08%
Same employer
Similar plansWholesale Trade · New York
Henry Schein, Inc. NY$1.7B · 0.08%
Fanatics Holdings, Inc. NY$364.4M · 0.21%
Rolex Watch U.S.A., Inc. NY$273.6M · 0.13%
Marubeni America Corporation NY$222.0M · 0.12%

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Source: U.S. Department of Labor, Form 5500 series, EIN 522318616 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.