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Original filing (PDF)20251007111739NAL0002415987001
NESTLE USA, INC. SAVINGS PLAN ADMINISTRATION
Form 5500
FILING_RECEIVED
NESTLE USA, INC. HOURLY RETIREMENT SAVINGS PLAN
401(k) retirement plan
Signals · 2
32% in single holdingNo recordkeeper disclosed
Active participants
3,836
Accounts w/ balance
4,406
Plan assets (EOY)
$337.1M
Net assets (EOY)
$334.8M
How this plan invests
This plan
1 pooled trust
Schedule D
17 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
84
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "EQUITY INDEX NL FUND F" is 32% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (0 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NESTLE USA, INC. SAVINGS PLAN ADMINISTRATION.
Plan sponsor
Name
NESTLE USA, INC. SAVINGS PLAN ADMINISTRATION
EIN
95-1572209
Address
30500 BAINBRIDGE ROAD · SOLON, OH · 441392216
Phone
(440) 349-5757
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
005
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-07
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
ERNST & YOUNG U.S. LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CALFEE, HALTER & GRISWOLD | 34-0732302 | — | N/A | $13K | — |
Investments
16 direct securities · 1 pooled fund· $652.4M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Master Trust
$326.3M
1 holding
Uncategorized
$326.2M
16 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| NESTLE IN THE USA SAVINGS TRUST NESTLE USA, INC. · EIN 95-1572209 / PN 001 | Master Trust | — | — | $326.3M | 96.8% | |
| EQUITY INDEX NL FUND F | — | — | — | $103.2M | 30.6% | |
| LIFEPATH INDEX RETIREMENT NL | — | — | — | $27.1M | 8.0% | |
| RUSSELL 2500 INDEX NL FD F | — | — | — | $26.8M | 7.9% | |
| MSCI ACWI EXUS IMI INDEX NL F | — | — | — | $24.5M | 7.3% | |
| LIFEPATH INDEX 2040 NL FUND F | — | — | — | $24.4M | 7.2% | |
| LIFEPATH INDEX 2035 NL FUND F | — | — | — | $24.3M | 7.2% | |
| LIFEPATH INDEX 2030 NL FUND F | — | — | — | $23.4M | 6.9% | |
| LIFEPATH INDEX 2045 NL FUND F | — | — | — | $22.9M | 6.8% | |
| LIFEPATH INDEX 2050 NL FUND F | — | — | — | $17.5M | 5.2% | |
| LIFEPATH INDEX 2055 NL F | — | — | — | $11.1M | 3.3% | |
| US DEBT INDEX NON LENDABLE F | — | — | — | $8.0M | 2.4% | |
| LIFEPATH INDEX 2060 NL FUND F | — | — | — | $5.8M | 1.7% | |
| STRATEGIC COMPLETION NL FD. F | — | — | — | $3.1M | 0.9% | |
| LIFEPATH INDEX 2065 NL FUND F | — | — | — | $2.4M | 0.7% | |
| NT COLLECTIVE GOVT. SHORT TERM INV. | — | — | — | $1.6M | 0.5% | |
| LIFEPATH INDEX 2070 NL FUND F | — | — | — | $83K | <0.1% |