Plan Snapshot
- Plan Sponsor: Bausch & Lomb Americas INC.
- Sponsor EIN: 854359919
- Sponsor Address: 400 SOMERSET CORPORATE BLVD, BRIDGEWATER, NJ, 08807
- Plan Type: 401(k)
- Total Participants: 5,266
- Total Assets: $810.6M
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. |
|---|---|---|---|---|
| 2024 | 5,266 | $810.6M | $22.4M | $41.5M |
| 2023 | 5,054 | $715.4M | $20.3M | $36.6M |
| 2022 | 4,675 | $608.6M | $18.9M | $34.2M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $403,884 | — | $403,884 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $177,310 | — | $177,310 |
| CAPTRUST | INVESTMENT ADVISOR | $50,000 | — | $50,000 |
| INSERO & CO CPAS LLP | ACCOUNTANT/AUDITOR | $28,225 | — | $28,225 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- STRATEGIC ADVISORS, INC. — ADVISOR
- CAPTRUST — INVESTMENT ADVISOR
- INSERO & CO CPAS LLP — ACCOUNTANT/AUDITOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $659,419
- Estimated Expense Ratio: 0.081% 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 |
|---|---|---|---|---|---|
| 2024 | $659,419 | $227,310 | $600 | $28,225 | — |
| 2023 | $653,011 | $255,074 | $1,500 | $26,800 | — |
| 2022 | $502,409 | $216,575 | — | — | — |