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Original filing (PDF)20251007111158NAL0002610291001
NESTLE USA, INC. SAVINGS PLAN ADMINISTRATION
Form 5500
FILING_RECEIVED
NESTLE 401(K) SAVINGS PLAN
401(k) retirement plan
Signals · 3
100% in single holdingNo recordkeeper disclosed6 service providers
Active participants
30,861
Accounts w/ balance
49,779
Plan assets (EOY)
$7.5B
Net assets (EOY)
$7.5B
How this plan invests
This plan
1 pooled trust
Schedule D
1 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
75
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "[DFE: NESTLE IN THE USA SAVINGS TRUST (share>100%, pinned)]" is 100% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (0 bps vs 5 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
200
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)
6 rowsOther
6| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NESTLE USA | 95-1572209 | — | EMPLOYER | $77K | — |
| ALVAREZ AND MARSAL TAX | 56-2409465 | — | NONE | $74K | — |
| CALFEE, HALTER & GRISWOLD | 34-0732302 | — | NONE | $56K | — |
| VOYA INSTITUTIONAL PLAN SERVICES | 71-0294708 | — | NONE | $53K | — |
| EISNERAMPER LLP | 13-1639826 | — | N/A | $21K | — |
| FINANCIAL FINESSE | 94-3333910 | — | NONE | $18K | — |
Investments
1 pooled fund· $7.3B(98% 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.
| 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 | — | — | $7.3B | 97.8% |