Plan Snapshot
- Plan Sponsor: Deutsche Bank Americas Holding Corporation
- Sponsor EIN: 133645372
- Sponsor Address: FLOOR 7N, 1 COLUMBUS CIRCLE, NEW YORK, NY, 10019
- Plan Type: DB
- Total Participants: 657
- Total Assets: $1.1B
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. |
|---|---|---|---|---|
| 2024 | 657 | $1.1B | $21.4M | $0 |
| 2023 | 727 | $1.1B | $0 | $0 |
| 2022 | 788 | $1.1B | $43.5M | $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 |
|---|---|---|---|---|
| ALIGHT SOLUTIONS LLC | NONE | $1,860,858 | $1,063 | $1,861,921 |
| NORTHERN TRUST COMPANY | NONE | $340,679 | — | $340,679 |
| AON CONSULTING | NONE | $213,760 | — | $213,760 |
| ERNST & YOUNG US LLP | NONE | $173,600 | — | $173,600 |
| WESTERN ASSET MANAGEMENT COMPANY | NONE | $130,731 | — | $130,731 |
| INCOME RESEARCH & MGMT. INC. | NONE | $115,302 | — | $115,302 |
| NISA INVESTMENT ADVISORS L.L.C. | NONE | $67,692 | — | $67,692 |
| STATE STREET BANK AND TRUST CO. | NONE | $53,722 | — | $53,722 |
| TRANSAMERICA RETIREMENT SOLUTIONS | NONE | $16,977 | — | $16,977 |
| WALLACH & ASSOCIATES, INC. | NONE | $9,500 | — | $9,500 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ALIGHT SOLUTIONS LLC — NONE
- AON CONSULTING — NONE
- ERNST & YOUNG US LLP — NONE
- TRANSAMERICA RETIREMENT SOLUTIONS — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $2,983,884
- Estimated Expense Ratio: 0.267% 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 | $3,973,277 | $367,447 | $26,477 | $173,600 | — |
| 2023 | $4,593,349 | $957,895 | $32,072 | $163,000 | — |
| 2022 | $4,060,668 | $481,562 | $1,545,479 | — | $683,581 |