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: 521
- Total Participants: 705
- Total Assets: $388.0M
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 | 705 | $388.0M | $37.3M | $9.4M |
| 2023 | 764 | $361.6M | $42.6M | $6.8M |
| 2022 | 818 | $307.1M | $41.6M | $8.9M |
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 |
|---|---|---|---|---|
| HORIZON BCBS OF NJ | Other Service Provider | $1,170,938 | — | $1,170,938 |
| OPTUM RX (UHC) | Other Service Provider | $205,924 | — | $205,924 |
| DELTA DENTAL OF NJ, INC. | Other Service Provider | $69,584 | — | $69,584 |
| GRANT THRONTON LLP | Auditor | $45,150 | — | $45,150 |
| RSM US LLP | Auditor | $7,000 | — | $7,000 |
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: $1,498,596
- Estimated Expense Ratio: 0.386% 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 | $2,215,435 | — | — | — | — |
| 2023 | $1,450,883 | — | — | — | — |
| 2022 | $1,047,658 | — | — | — | $1,047,658 |