# Ortho Clinical Diagnostics 401(k) Plan
Source: https://planprovider.pro/companies/ortho-clinical-diagnostics-401k-plan

> Ortho Clinical Diagnostics's 401(k) plan: 0 participants, plan year 2022 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2022.

## Plan Snapshot

- **Plan Sponsor:** Ortho Clinical Diagnostics

- **Sponsor EIN:** 465000000

- **Sponsor Address:** 100 INDIGO DRIVE, ROCHESTER, NY, 14626

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

- **Total Participants:** 0

- **Total Assets:** $0

## 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.|

| 2023|0|$0|$9.5M|$23.6M|

| 2022|2,548|$329.1M|$9.8M|$25.6M|

## 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|

| UBS FINANCIAL SERVICES INC|SERVICE PROVIDER|—|$90,000|$90,000|

| VOYA RETIREMENT INSURANCE & ANNUITY|SERVICE PROVIDER|$77,342|$642|$77,984|

| MORNINGSTAR INVESTMENT MANAGEMENT|SERVICE PROVIDER|$20,392|—|$20,392|

| INSERO & CO. CPAS, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [UBS FINANCIAL SERVICES INC](https://planprovider.pro/provider/aspire-financial-services) — SERVICE PROVIDER

- [INSERO & CO. CPAS, LLP](https://planprovider.pro/provider/insero-and-co-cpas-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $188,376

### 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|

| 2023|$108,811|—|—|—|—|

| 2022|$97,734|—|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/ortho-clinical-diagnostics-401k-plan)

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