Plan Snapshot
- Plan Sponsor: Daiichi Sankyo, INC.
- Sponsor EIN: 133914479
- Sponsor Address: 211 MOUNT AIRY ROAD, BASKING RIDGE, NJ, 07920
- Plan Type: 401(k)
- Total Participants: 2,440
- Total Assets: $963.6M
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 | 2,440 | $963.6M | $42.3M | $43.0M |
| 2023 | 2,053 | $811.6M | $32.9M | $34.1M |
| 2022 | 1,695 | $671.5M | $25.6M | $27.5M |
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 |
|---|---|---|---|---|
| T ROWE PRICE RPS INC | NONE | $139,846 | — | $139,846 |
| CAPFINANCIAL PARTNERS LLC | NONE | $75,530 | — | $75,530 |
| COHNREZNICK LLP | NONE | $33,075 | — | $33,075 |
| BOLTON PARTNERS, INC | NONE | $15,000 | — | $15,000 |
| MORNINGSTAR | NONE | $10,862 | — | $10,862 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $274,313
- Estimated Expense Ratio: 0.028% 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 | $430,431 | $86,392 | — | $33,075 | — |
| 2023 | $427,524 | $85,280 | — | $31,375 | — |
| 2022 | $407,903 | $100,866 | — | — | $31,140 |