Plan Snapshot
- Plan Sponsor: Bristol-Myers Squibb Company
- Sponsor EIN: 046767867
- Sponsor Address: ROUTE 206 PROVINCE LINE ROAD, PRINCETON, NJ, 08543
- Plan Type: 401(k)
- Plan Number: 112
- Total Participants: 0
- Total Assets: $12.9B
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 0 | $12.9B | $0 | $0 |
| 2024 | 0 | $11.7B | $0 | $0 |
| 2023 | 0 | $10.4B | $0 | $0 |
| 2022 | 0 | $9.2B | $0 | $0 |
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 |
|---|---|---|---|---|
| FINANCIAL ENGINES | Other Service Provider | $2,004,941 | — | $2,004,941 |
| FIDELITY INVEST. INSTIT. OPER. CO. | Other Service Provider | $502,557 | — | $502,557 |
| WITHUMSMITH+BROWN, PC | Other Service Provider | $275,465 | — | $275,465 |
| CALLAN HOLDINGS, INC. | Other Service Provider | $204,836 | — | $204,836 |
| METROPOLITAN TOWER LIFE INSURANCE | Other Service Provider | $105,164 | — | $105,164 |
| AMERICAN GENERAL LIFE INS. CO. | Other Service Provider | $100,101 | — | $100,101 |
| TRANSAMERICA PREMIER LIFE INS. CO. | Other Service Provider | $98,819 | — | $98,819 |
| NATIONWIDE LIFE INSURANCE COMPANY | Other Service Provider | $93,106 | — | $93,106 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $3,384,989
- Estimated Expense Ratio: 0.026% 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 | — | — | — | — | — |
| 2024 | — | — | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |