# Rbc Global Asset Management (U.S.) INC. 401(k) Plan
Source: https://planprovider.pro/companies/rbc-global-asset-management-u-s-inc-474883422-001

> Rbc Global Asset Management (U.S.) INC.'s 401(k) plan: 0 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Rbc Global Asset Management (U.S.) INC.

- **Sponsor EIN:** 474883422

- **Sponsor Address:** 250 NICOLLET MALL, SUITE 1550, MINNEAPOLIS, MN, 55401

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

- **Plan Number:** 001

- **Total Participants:** 0

- **Total Assets:** $4.2B

## 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.|

| 2025|0|$4.2B|$0|$0|

| 2024|0|$3.0B|$0|$0|

| 2023|0|$2.6B|$0|$0|

| 2022|0|$2.2B|$0|$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|

| U.S. BANCORP FUND SERVICES LLC|Other Service Provider|$2,080,566|—|$2,080,566|

| U.S. BANK, N.A.|Other Service Provider|$1,958,635|—|$1,958,635|

| PRICEWATERHOUSECOOPERS LLP|Other Service Provider|$78,565|—|$78,565|

| ERNST & YOUNG LLP|Other Service Provider|$29,350|—|$29,350|

| KIRKLAND & ELLIS LLP|Other Service Provider|$12,435|—|$12,435|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $4,159,551

- **Estimated Expense Ratio:** 0.098% 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|$26,120,616|$21,962,299|$2,080,566|$41,500|—|

| 2024|$20,911,482|$16,951,112|$2,203,383|$174,279|—|

| 2023|$17,035,361|$13,588,177|$1,896,218|$123,721|—|

| 2022|$16,376,399|$12,941,199|$1,824,233|—|$123,115|

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