# Bausch & Lomb Americas INC. 401(k) Plan
Source: https://planprovider.pro/companies/bausch-lomb-americas-inc-401k-plan

> Bausch & Lomb Americas INC.'s 401(k) plan: 5,266 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [CAPTRUST](https://planprovider.pro/provider/captrust) — INVESTMENT ADVISOR

- [INSERO & CO CPAS LLP](https://planprovider.pro/provider/insero-and-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|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/bausch-lomb-americas-inc-401k-plan)

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