Employers › Sysco
Recordkeeping fees per participant · Sysco Corporation Employees' 401(k) Plan · plan year 2024
$30.98
Higher than 44% of the 790 plans over $1B that report it.
= $1,732,892 / 55,942
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251014135322NAL0004142848001, received 2025-10-14
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251014135322NAL0004142848001, received 2025-10-14
Percentiles compare this plan with the Schedule H plans over $1B in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-10-14.
Administrative expenses excluding investment management, per participant
$35.94
Higher than 33% of the 1,045 plans over $1B that report it.
= $2,010,826 / 55,942
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251014135322NAL0004142848001, received 2025-10-14
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251014135322NAL0004142848001, received 2025-10-14
Administrative expenses per participant
$47.40
Higher than 27% of the 1,076 plans over $1B that report it.
= $2,651,405 / 55,942
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251014135322NAL0004142848001, received 2025-10-14
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251014135322NAL0004142848001, received 2025-10-14
Administrative expenses as a share of assets
0.050%
Higher than 54% of the 1,076 plans over $1B that report it.
= $2,651,405 / $5,250,532,656
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251014135322NAL0004142848001, received 2025-10-14
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251014135322NAL0004142848001, received 2025-10-14
Employer contributions per participant
$3,331
Higher than 43% of the 1,135 plans over $1B that report it.
= $186,363,674 / 55,942
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251014135322NAL0004142848001, received 2025-10-14
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251014135322NAL0004142848001, received 2025-10-14
Employer share of total contributions
34.9%
Higher than 57% of the 1,135 plans over $1B that report it.
= $186,363,674 / $533,307,294
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251014135322NAL0004142848001, received 2025-10-14
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251014135322NAL0004142848001, received 2025-10-14
Plan terms are described in Sysco Corporation's SEC filings: Form 10-K filed 2026-08-21. No term could be quoted from them with the required precision.
2A age/service-weighted · 2E profit-sharing · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2S pre-approved plan document · 2T default investment (QDIA) · 3H controlled-group sponsor · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20251014135322NAL0004142848001, received 2025-10-14
| Field | Value | Source |
|---|---|---|
| Plan sponsor | SYSCO CORPORATION | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20251014135322NAL0004142848001, received 2025-10-14 |
| Plan name | SYSCO CORPORATION EMPLOYEES' 401(K) PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20251014135322NAL0004142848001, received 2025-10-14 |
| Sponsor EIN / plan number | 74-1648137 / 015 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20251014135322NAL0004142848001, received 2025-10-14 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20251014135322NAL0004142848001, received 2025-10-14 |
| Sponsor location | HOUSTON, TX | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20251014135322NAL0004142848001, received 2025-10-14 |
| Industry (business code) | 424400, Wholesale trade | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20251014135322NAL0004142848001, received 2025-10-14 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20251014135322NAL0004142848001, received 2025-10-14 |
| Filing received | 2025-10-14 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20251014135322NAL0004142848001, received 2025-10-14 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20251014135322NAL0004142848001, received 2025-10-14 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20251014135322NAL0004142848001, received 2025-10-14 |
| Participants, beginning of year | 60,637 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20251014135322NAL0004142848001, received 2025-10-14 |
| Active participants | 44,702 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20251014135322NAL0004142848001, received 2025-10-14 |
| Participants, end of year | 58,747 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20251014135322NAL0004142848001, received 2025-10-14 |
| Participants with an account balance | 55,942 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251014135322NAL0004142848001, received 2025-10-14 |
| Total assets, beginning of year | $4,579,651,659 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20251014135322NAL0004142848001, received 2025-10-14 |
| Total assets, end of year | $5,250,532,656 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251014135322NAL0004142848001, received 2025-10-14 |
| Net assets, end of year | $5,249,766,162 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20251014135322NAL0004142848001, received 2025-10-14 |
| Total income | $1,278,758,126 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20251014135322NAL0004142848001, received 2025-10-14 |
| Net income | $655,172,245 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20251014135322NAL0004142848001, received 2025-10-14 |
| Employer contributions | $186,363,674 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251014135322NAL0004142848001, received 2025-10-14 |
| Participant contributions | $247,498,724 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20251014135322NAL0004142848001, received 2025-10-14 |
| Other contributions (incl. rollovers) | $99,444,896 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20251014135322NAL0004142848001, received 2025-10-14 |
| Total contributions | $533,307,294 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251014135322NAL0004142848001, received 2025-10-14 |
| Benefit payments | $620,109,836 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20251014135322NAL0004142848001, received 2025-10-14 |
| Total expenses (incl. benefit payments) | $623,585,881 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20251014135322NAL0004142848001, received 2025-10-14 |
| Total administrative expenses | $2,651,405 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251014135322NAL0004142848001, received 2025-10-14 |
| Contract administrator fees | $18,900 | Schedule H, line 2i(2); CONTRACT_ADMIN_FEES_AMT pos 106; filing 20251014135322NAL0004142848001, received 2025-10-14 |
| Recordkeeping fees | $1,732,892 | Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251014135322NAL0004142848001, received 2025-10-14 |
| IQPA audit fees | $33,511 | Schedule H, line 2i(4); IQPA_AUDIT_FEES_AMT pos 161; filing 20251014135322NAL0004142848001, received 2025-10-14 |
| Investment advisory and management fees | $640,579 | Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20251014135322NAL0004142848001, received 2025-10-14 |
| Administrative expenses excluding investment management | $2,010,826 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251014135322NAL0004142848001, received 2025-10-14 |
| Held in master trusts | $0 | Schedule H, line 1c(11) col (b); INT_MASTER_TR_EOY_AMT pos 53; filing 20251014135322NAL0004142848001, received 2025-10-14 |
| Held in common/collective trusts | $4,821,916,243 | Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20251014135322NAL0004142848001, received 2025-10-14 |
| Held in mutual funds | $25,846,980 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20251014135322NAL0004142848001, received 2025-10-14 |
| Independent auditor | MELTON & MELTON, LLP | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20251014135322NAL0004142848001, received 2025-10-14 |
Position = column in the DOL layout for form year 2024. Filing 20251014135322NAL0004142848001, received 2025-10-14.
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONALrecordkeeper | RECORDKEEPER | 37 Participant loan processing; 64 Recordkeeping fees; 65 Account maintenance fees | $2,281,954 | yes |
| STRATEGIC ADVISORS, INC. | ADVISOR | 27 Investment advisory (plan) | $310,941 | no |
| MELTON & MELTON LLP | ACCOUNTANT/AUDITOR | 10 Accounting (including auditing) | $28,000 | no |
| MERCER (US) INC | INVESTMENT ADVISOR | 27 Investment advisory (plan) | $25,000 | no |
| WEAVER AND TIDWELL, L.L.P | ACCOUNTANT/AUDITOR | 10 Accounting (including auditing) | $5,511 | no |
Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20251014135322NAL0004142848001, received 2025-10-14.
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $4,579,651,659 | $5,250,532,656 | 14.6% |
| Participants with a balance | 57,097 | 55,942 | -2.0% |
| Administrative expenses | $2,256,707 | $2,651,405 | 17.5% |
| Recordkeeping fees per participant | $25.26 | $30.98 | 22.6% |
| Employer contributions | $169,832,962 | $186,363,674 | 9.7% |
Prior filing 20241015082725NAL0015985443001, received 2024-10-15; the plan years are contiguous.
Sponsor name as filed: SYSCO CORPORATION; SEC registrant: SYSCO CORP (CIK 96021, matched by EIN; display name from the Form 10-K cover).