Plan Snapshot
- Plan Sponsor: Newmont Usa Limited
- Sponsor EIN: 132526632
- Sponsor Address: 6900 E LAYTON AVENUE, DENVER, CO, 80237
- Plan Type: 401(k)
- Plan Number: 005
- Total Participants: 1,462
- Total Assets: $335.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 1,462 | $335.2M | $0 | $0 |
| 2024 | 1,169 | $341.3M | $9.5M | $17.2M |
| 2023 | 1,165 | $319.9M | $9.2M | $15.8M |
| 2022 | 1,166 | $275.7M | $8.3M | $15.0M |
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 |
|---|---|---|---|---|
| MSIIA | Other Service Provider | $90,517 | — | $90,517 |
| STRATEGIC ADVISERS LLC | Investment Advisor | $85,822 | — | $85,822 |
| FIDELITY INVESTMENTS INSTITUTIONAL | Recordkeeper | $71,353 | — | $71,353 |
| BDO USA PC | Auditor | $23,000 | — | $23,000 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $270,692
- Estimated Expense Ratio: 0.081% 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 |
|---|---|---|---|---|---|
| 2025 | $83,439,550 | $85,822 | $3,300 | $23,000 | — |
| 2024 | $297,289 | $94,790 | $300 | $16,275 | — |
| 2023 | $274,493 | $82,747 | $1,800 | $15,500 | — |
| 2022 | $320,489 | $77,743 | — | — | — |