Pernod Ricard USA 401(k) match, vesting and fees
What Pernod Ricard USA's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Fidelity Investments Institutional | Schedule C ↗ |
| Independent auditor | Forvis Mazars LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2024 medians for 348 defined-contribution plans in wholesale trade with 1,000 to 4,999 participants.
| Pernod Ricard USA: employer contribution per participant | $6,115 | |
| Peer median | $2,066 |
| Pernod Ricard USA: average balance | $159,371 | |
| Peer median | $77,876 |
| Pernod Ricard USA: admin expenses ÷ assets | 0.08% | |
| Peer median | 0.14% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $284M at the end of plan year 2021 to $358M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 2,278 | $358M | $13.7M | $6,115 | 0.08% | Not published | Form 5500 ↗ |
| 2023 | 2,290 | $298M | $13.9M | $6,164 | 0.07% | Not published | Form 5500 ↗ |
| 2022 | 2,248 | $242M | $12.6M | $5,742 | 0.08% | Not published | Form 5500 ↗ |
| 2021 | 2,056 | $284M | $9.8M | $5,020 | 0.07% | Not published | Form 5500 ↗ |
Other Pernod Ricard USA plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Pernod Ricard USA, LLC Employees' Retirement Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Mercer | Schedule C ↗ |
| Independent auditor | Forvis Mazars LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Active | Form 5500 ↗ |
Common questions
Does Pernod Ricard USA match 401(k) contributions?
The match terms for the Savings Plan for Employees of Pernod Ricard USA, LLC have not been published from its filing yet. The plan year 2024 filing reports $13.7M in employer contributions, about $6,115 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Pernod Ricard USA 401(k) match vested?
The vesting schedule for the Savings Plan for Employees of Pernod Ricard USA, LLC is not in the data published so far. Your Summary Plan Description states it.
Who manages the Pernod Ricard USA 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Investments Institutional. The plan administrator is Pernod Ricard USA, LLC.
I left Pernod Ricard USA. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Pernod Ricard USA, LLC, (914) 848-4794) or the recordkeeper, Fidelity Investments Institutional. The Pernod Ricard USA old 401(k) page lists the contacts from every plan filing. Find an old Pernod Ricard USA 401(k)
Data from the public Form 5500 annual reports Pernod Ricard USA filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Pernod Ricard USA. Not financial advice. Report a correction · Methodology