Plan Snapshot
- Plan Sponsor: Refinitiv Us LLC
- Sponsor EIN: 204530702
- Sponsor Address: 28 LIBERTY STREET, NEW YORK, NY, 10005
- Plan Type: 401(k)
- Total Participants: 2,332
- Total Assets: $1.1B
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 2,332 | $1.1B | $16.2M | $36.4M |
| 2023 | 2,562 | $1.0B | $17.5M | $36.7M |
| 2022 | 2,581 | $890.4M | $16.4M | $36.2M |
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 |
|---|---|---|---|---|
| VOYA RETIREMENT ADVISORS, LLC | INVESTMENT ADVISORY | $427,769 | — | $427,769 |
| VOYA INSTITUTIONAL PLAN SERVICES | RECORDKEEPER | $147,416 | — | $147,416 |
| SSGA | INVESTMENT MANAGEMENT | $5,842 | — | $5,842 |
| DELOITTE & TOUCHE LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- VOYA RETIREMENT ADVISORS, LLC — INVESTMENT ADVISORY
- SSGA — INVESTMENT MANAGEMENT
- DELOITTE & TOUCHE LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $581,027
- Estimated Expense Ratio: 0.052% 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 | $575,185 | $427,769 | — | — | — |
| 2023 | $531,663 | $376,299 | — | — | — |
| 2022 | $539,613 | — | $539,613 | — | — |