# Bristol-Myers Squibb Company 401(k) Plan
Source: https://planprovider.pro/companies/bristol-myers-squibb-company-046767867-112

> Bristol-Myers Squibb Company's 401(k) plan: 0 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## 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|—|—|—|—|—|

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