# Computershare Us Services INC. 401(k) Plan
Source: https://planprovider.pro/companies/computershare-us-services-inc-401k-plan

> Computershare Us Services INC.'s 401(k) plan: 4,479 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Computershare Us Services INC.

- **Sponsor EIN:** 202974794

- **Sponsor Address:** 150 ROYALL ST, CANTON, MA, 020211031

- **Plan Type:** 401(k)

- **Total Participants:** 4,479

- **Total Assets:** $634.8M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|4,479|$634.8M|$16.8M|$37.4M|

| 2023|5,902|$611.7M|$19.2M|$40.4M|

| 2022|6,368|$521.8M|$18.7M|$38.3M|

## 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|$212,892|—|$212,892|

| AON INVESTMENTS USA INC.|CONSULTANT|$62,625|—|$62,625|

| PRICEWATERHOUSEWATERS LLC|ACCOUNTANT/AUDITOR|$31,137|—|$31,137|

### 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

- [PRICEWATERHOUSEWATERS LLC](https://planprovider.pro/provider/pricewaterhousecoopers-llp) — ACCOUNTANT/AUDITOR

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $306,654

- **Estimated Expense Ratio:** 0.048% 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|$307,654|$32,137|$1,800|—|—|

| 2023|$454,944|—|$2,400|—|—|

| 2022|$435,618|$79,063|—|—|$25,000|

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