# Lonza Usa INC. 401(k) Plan
Source: https://planprovider.pro/companies/lonza-usa-inc-401k-plan

> Lonza Usa INC.'s 401(k) plan: 5,125 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Lonza Usa INC.

- **Sponsor EIN:** 853984443

- **Sponsor Address:** 412 MOUNT KEMBLE AVENUE, MORRISTOWN, NJ, 07960

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

- **Total Participants:** 5,125

- **Total Assets:** $1.2B

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|5,125|$1.2B|$45.8M|$51.9M|

| 2023|4,736|$930.0M|$37.4M|$48.0M|

| 2022|4,667|$768.6M|$34.5M|$43.5M|

## 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|

| ADP, INC.|RECORD KEEPER|$943,701|—|$943,701|

| FIDUCIENT ADVISORS|CONSULTANT|$109,994|—|$109,994|

| WISS & COMPANY LLP|ACCOUNTANT|$30,000|—|$30,000|

### Verified Provider Profiles

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

- [ADP, INC.](https://planprovider.pro/provider/adp-retirement-services) — RECORD KEEPER

- [WISS & COMPANY LLP](https://planprovider.pro/provider/wiss-and-company) — ACCOUNTANT

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $1,083,695

- **Estimated Expense Ratio:** 0.091% 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|$530,964|$109,994|—|$30,000|—|

| 2023|$483,603|$85,682|—|$27,500|—|

| 2022|$416,875|$104,947|$195,690|—|$67,063|

## Similar Plans

- [Teva Pharmaceuticals Usa, INC.](https://planprovider.pro/companies/teva-pharmaceuticals-usa-inc-401k-plan) — 5,037 participants

- [Bausch & Lomb Americas INC.](https://planprovider.pro/companies/bausch-lomb-americas-inc-401k-plan) — 5,266 participants

- [Novo Nordisk INC](https://planprovider.pro/companies/novo-nordisk-inc-plan-003) — 6,059 participants

- [Zoetis INC.](https://planprovider.pro/companies/zoetis-inc-401k-plan) — 6,788 participants

- [Merck & Co., INC.](https://planprovider.pro/companies/merck-co-inc-plan-002) — 2,793 participants

- [Haleon Us Holdings LLC](https://planprovider.pro/companies/glaxosmithkline-consumer-healthcare-holdings-us-llc-401k-plan) — 2,508 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/lonza-usa-inc-401k-plan)

© 2026 PlanProvider.Pro