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Original filing (PDF)20251002080251NAL0000131875001

PEPSICO, INC.

Form 5500
FILING_RECEIVED
PEPSICO DISABILITY PLAN
Health & welfare plan
Signals · 3
100% in single holding~12905 bps in Sched C feesNo recordkeeper disclosed
Active participants
123,606
Accounts w/ balance
—
Plan assets (EOY)
$6.1M
Net assets (EOY)
-$10.1M
How this plan invests
This plan
1 securities
funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
  • Top holding "Northern Trust Company Northern Institutional U.S. Government Portfolio" is 100% of plan.
  • 12905 bps in Schedule C fees — 24717% above peer band of 52 bps.
  • No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PEPSICO, INC..
Plan sponsor
Name
PEPSICO, INC.
EIN
13-1584302
Address
700 ANDERSON HILL ROAD · BLDG 5, LEVEL 3 · PURCHASE, NY · 10577
Phone
(914) 253-2000
Industry
Manufacturingsee all
Plan administrator
Name
PEPSICO ADMINISTRATION COMMITTEE
EIN
13-1584302
City
PURCHASE, NY
Phone
(914) 253-2000
Plan characteristics
Plan number
630
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-02
Welfare benefit codes
4H · Long-Term Disability
4F · Temporary Disability (accident and sickness)
Audit & trust (Schedule H)
Auditor
KPMG, LLP
Trustee / custodian
—
Trustee phone
—

Service providers (Schedule C)

1 rows
Other
1
NameEINLocationRelationDirect compIndirect comp
SEDGWICK CLAIMS MANAGEMENT SERVICES36-2685608—NONE$7.8M—

Investments

1 direct security· $1.8M(30% of reported assets)
PIInvestmentTypeShares / unitsCostCurrent value% of plan
Northern Trust Company Northern Institutional U.S. Government Portfolio——$1.8M$1.8M29.5%

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