# Roche Employee Welfare Benefits Master Trust 401(k) Plan
Source: https://planprovider.pro/companies/roche-employee-welfare-benefits-master-trust-223078724-520

> Roche Employee Welfare Benefits Master Trust's 401(k) plan: 0 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Roche Employee Welfare Benefits Master Trust

- **Sponsor EIN:** 223078724

- **Sponsor Address:** 150 CLOVE ROAD, LITTLE FALLS, NJ, 07424

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

- **Plan Number:** 520

- **Total Participants:** 0

- **Total Assets:** $79.5M

## 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.|

| 2024|0|$79.5M|$1.8M|$0|

| 2023|0|$82.1M|$0|$0|

| 2022|0|$79.9M|$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|

| GOLDMAN SACHS ASSET MANAGEMENT|Investment Advisor|$155,224|—|$155,224|

| STATE STREET BANK AND TRUST|Custodian / Trustee|$102,357|—|$102,357|

| CALLAN ASSOCIATES|Other Service Provider|$8,699|—|$8,699|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $266,280

- **Estimated Expense Ratio:** 0.335% 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|$104,249|$104,249|—|—|—|

| 2023|$53,415|$24,093|—|—|—|

| 2022|$25,688|—|—|—|$25,688|

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