Plan Snapshot
- Plan Sponsor: Hoffmann-La Roche INC.
- Sponsor EIN: 220994270
- Sponsor Address: 150 CLOVE ROAD, LITTLE FALLS, NJ, 07424
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 0
- Total Assets: $418,607
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 | 0 | $418,607 | $16,581 | $0 |
| 2023 | 0 | $329,165 | $17,985 | $0 |
| 2022 | 0 | $397,673 | $18,654 | $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 |
|---|---|---|---|---|
| GRANT THORNTON LLP | Auditor | $29,400 | — | $29,400 |
| RSM US LLP | Auditor | $5,000 | — | $5,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RSM US LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $34,400
- Estimated Expense Ratio: 8.218% 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 | $36,118 | — | — | — | — |
| 2023 | $36,427 | — | — | — | — |
| 2022 | $51,521 | — | — | — | $51,521 |