# Deerfield Management Company, LP 401(k) Plan
Source: https://planprovider.pro/companies/deerfield-management-company-lp-401k-plan

> Deerfield Management Company, LP's 401(k) plan: 185 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Deerfield Management Company, LP

- **Sponsor EIN:** 030553340

- **Sponsor Address:** 345 PARK AVE SOUTH, NEW YORK, NY, 10010

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

- **Total Participants:** 185

- **Total Assets:** $38.8M

## 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|185|$38.8M|$0|$3.4M|

| 2023|179|$31.4M|$0|$3.0M|

| 2022|166|$22.2M|$0|$2.5M|

## 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|

| WORLD INVESTMENT ADVISORS LLC|ADVISOR|$83,317|—|$83,317|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$29,090|—|$29,090|

| CARON & BLETZER|Auditor|—|—|$0|

### 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

- [CARON & BLETZER](https://planprovider.pro/provider/caron-bletzer) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $112,407

- **Estimated Expense Ratio:** 0.290% 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|$118,687|$89,597|—|—|—|

| 2023|$87,608|$66,520|—|—|—|

| 2022|$60,799|—|$60,799|—|—|

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