# Hoffmann-La Roche INC. DB Plan
Source: https://planprovider.pro/companies/hoffmann-la-roche-inc-plan-011

> Hoffmann-La Roche INC.'s DB plan: 1,760 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Hoffmann-La Roche INC.

- **Sponsor EIN:** 220994270

- **Sponsor Address:** 150 CLOVE ROAD, LITTLE FALLS, NJ, 07424

- **Plan Type:** DB

- **Total Participants:** 1,760

- **Total Assets:** $2.9B

## 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|1,760|$2.9B|$0|$0|

| 2023|1,965|$3.2B|$0|$0|

| 2022|2,130|$3.0B|$98.0M|$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|

| MERCER|ACTUARY|$305,050|—|$305,050|

| RUSSELL INVESTMENTS|CONSULTANT|$300,000|—|$300,000|

| FIDELITY INVESTMENT INSTITUTION|SERVICE PROVIDER|$240,844|—|$240,844|

| CALLAN ASSOCIATES INC.|CONSULTANT|$130,876|—|$130,876|

| STATE STREET RETIREE SERVICES|SERVICE PROVIDER|$87,383|—|$87,383|

| GRANT THORNTON LLP|AUDITOR|$79,800|—|$79,800|

| RSM US LLP.|AUDITOR|$7,000|—|$7,000|

| DELOITTE AND TOUCHE|SERVICE PROVIDER|$7,000|—|$7,000|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [RUSSELL INVESTMENTS](https://planprovider.pro/provider/russell-investments) — CONSULTANT

- [FIDELITY INVESTMENT INSTITUTION](https://planprovider.pro/provider/fidelity-investments) — SERVICE PROVIDER

- [GRANT THORNTON LLP](https://planprovider.pro/provider/grant-thornton-llp) — AUDITOR

- [RSM US LLP.](https://planprovider.pro/provider/rsm-us-llp) — AUDITOR

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $1,157,953

- **Estimated Expense Ratio:** 0.039% 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|$812,350|—|—|—|—|

| 2023|$613,306|—|—|$25,669|—|

| 2022|$935,502|$411,879|$380,010|—|$143,613|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/hoffmann-la-roche-inc-plan-011)

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