A current plan document is needed to verify the formula.
SYSCO DESIGNS LLC
SYSCO DESIGNS 401K PROFIT SHARING PLAN · For the plan year ended Dec 31, 2025
Plan summary
The numbers that matter first
On the filing measures we can compare, this plan looks broadly typical among similar plans.
high confidence
$1,564 was reported per active participant, but this is not a match limit.
A dated plan document is needed.
Plan-paid administrative cost per participant; fund and employee fees may be separate.
The public filing does not provide a current, complete fund menu.
A current plan document is needed.
The selected official filing does not establish a current default rate.
The reviewed official source does not establish current Roth availability.
Up 0.0% over the filing history shown.
Participation up 0.0% · assets up 0.0% · loans 0.1% of assets
How the score works →What this tells you: company-wide scale, reported employer support, participation activity, visible administrative cost, and historical direction.
Keep in mind: public filings do not show employee investment returns. Scores use only available measures; missing information lowers confidence, never the score. Current match, vesting, eligibility, investments, and employee-paid fees still require a current plan document.
How this filing compares
This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.
Peer-group method: industry size. The comparison used the most specific peer group with enough valid filings.
The short version
What employees should know
For the year ended Dec 31, 2025, SYSCO DESIGNS LLC reported $34,408 in employer contributions across this plan, or $1,564 per active participant. This is the best company-wide filing average available—not a promise of what any one employee receives.
Up 0.0% across the filing years shown. The filing does not report every employee who was eligible.
Change in employer contributions per active participant.
Change in reported administrative cost per participant. Fund expenses may be separate.
Compared with similarly sized plans in the same industry.
For the current match, vesting rules, eligibility, employee fees, and investment choices, we need a recent plan document. We leave those details blank until we have one.
Money and scale
Contributions, assets, and expenses
These are plan-wide totals. They are not individual account balances.
- Employer contributions
- $34,408 $1,564 per active participant
- Participant contributions
- $59,252
- Other contributions
- Not reported Amounts not classified as employer or participant contributions
- Employer share of contributions
- 36.7%
- Active participants
- 22 Small plan
- Total participants
- 27 25 at the beginning of the year
- Ending assets
- $224,062 $8,299 per participant
- Net-asset change
- Up 0.0% Not the same as investment performance
- Beginning net assets
- $115,700
- Ending net assets
- $224,062
- Beginning liabilities
- Not reported
- Ending liabilities
- Not reported
- Total income
- $120,720
- Total expenses
- $12,358
- Administrative expenses
- $430 $16 per active participant
- Participant loans
- $220 0.1% of plan assets
Three-year filing history
How the reported figures changed
Each chart uses the selected public filing for that year. Missing values remain blank rather than becoming zero.
| Plan year | Employer money per active participant | Active participants | Plan assets |
|---|---|---|---|
| 2025 | $1,564 | 22 | 224.1K |
Changes in plan assets are not the same as investment performance.
Plan health
Operational signals worth checking
- Participant loans as a share of plan assets
- 0.1%
- Independent accountant’s opinion
- Not stated in the filing
- Late participant contributions reported
- Not reportedA “yes” needs context and is not, by itself, proof of wrongdoing.
- Loan defaults reported
- Not reported
- Lease defaults reported
- Not reportedOnly a small number of filings report these events.
- Nonexempt transactions reported
- Not reported
- Public plan identifier
- 921555717-001
Reported plan details
Identity and filing status
- Plan type
- Retirement plan
- Employer arrangement
- 1
- Plan effective date
- Jun 1, 2023
- Industry
- Industry group 33
- Amended filing
- No
- Final filing for this plan
- No
- Short plan year
- No
- 401(k) feature reported
- Yes
Show DOL characteristic codes
2E2F2G2J2K2S2T3D
Company filings
What the company has told the SEC about this plan
We found these passages in official company filings. They may help explain the plan, but we do not treat them as current benefits until the wording and date have been checked.
What it says about employer contributions
es whose unions adopted the Safe Harbor Plan provisions. We make a non-elective 97 contribution each pay period equal to 3 % of a participant’s compensation. Additionally, we make matching contributions of 50 % of a participant’s pretax contribution on the first 6 % of the participant’s compensation contributed by the participant. Certain employees are also eligible for a transition contribution, and we may also make discretionary contributions. For union employees who are members of unions that did not adopt the Safe Harbor Plan provisions, the plan provides that under certain circumstances we may make matching contributions of up to 50 % of the first 6 % of a participant’s compensation. Sysco also has a non-qualified, unfunded Management Savings Plan (MSP) available to key management per
What it says about vesting
8 and 5,966 shares with a weighted-average grant date fair value of $ 76.16 , $ 76.66 and $ 72.22 per share were issued in fiscal 2026, 2025 and 2024, respectively, in the form of fully vested common stock or deferred units. Common stock shares are valued on their vesting date. Vested deferred units are valued on their subsequent conversion and distribution date. As of June 27, 2026, there were 144,700 fully vested deferred units outstanding that will convert into shares of Sysco common stock upon dates selected by the respective NED. Summary of Equity Instruments Other Than Stock Options The following summary presents information regarding outstanding non-vested awards as of June 27, 2026 and changes during the fiscal year then ended with regard to these awards under the stock incentive p
What it says about fees
assumption for the retirement plans are net return on assets assumption, representing gross return on assets less asset management expenses. Specific to the U.S. Retirement Plan, administrative expenses are also excluded from the gross return on assets. The expected return for the U.S. Retirement Plan is derived from a mathematical asset model that incorporates assumptions as to the various asset class returns, reflecting a combination of rigorous historical performance analysis and the forward-looking views of the financial markets regarding the yield on bonds, the historical returns of the major stock markets and returns on alternative investments. The expected return for the U.K. Retirement Plan is derived from a long-term swap yield time horizon adjusted for the expected return based
Current plan terms
Help fill the gap the filing leaves.
If you have a current SPD, fee disclosure, or enrollment guide, you can share it with us. We check the source and date before adding anything to the profile.
Filing evidence
Open the selected public records
We use the latest valid received filing for each year after resolving amendments and duplicate records. Open the source to check the original filing.