Plan Snapshot
- Plan Sponsor: Astrazeneca Pharmaceuticals LP
- Sponsor EIN: 232967016
- Sponsor Address: PO BOX 15437, WILMINGTON, DE, 198505437
- Plan Type: 401(k)
- Plan Number: 002
- Total Participants: 27,192
- Total Assets: $9.6B
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 27,192 | $9.6B | $0 | $0 |
| 2024 | 17,843 | $8.6B | $233.3M | $319.4M |
| 2023 | 17,175 | $7.6B | $194.4M | $233.5M |
| 2022 | 13,734 | $6.1B | $180.2M | $210.6M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| PRICEWATERHOUSECOOPERS LLP | Auditor | $114,055 | — | $114,055 |
| FID INV INST OPS CO | Recordkeeper | $72,668 | — | $72,668 |
| AON CONSULTING, INC. | Other Service Provider | $15,000 | — | $15,000 |
| OGLETREE DEAKINS,NASH,SMOAK&STEWART | Other Service Provider | $9,753 | — | $9,753 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $211,476
- Estimated Expense Ratio: 0.002% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2025 | $929,920,238 | — | — | $114,055 | — |
| 2024 | $521,746 | — | — | — | — |
| 2023 | $592,148 | — | $12,900 | — | — |
| 2022 | $876,526 | — | — | — | — |