# Roche Retiree Welfare Benefits Master Trust 401(k) Plan
Source: https://planprovider.pro/companies/roche-retiree-welfare-benefits-master-trust-223078723-519

> Roche Retiree 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 Retiree Welfare Benefits Master Trust

- **Sponsor EIN:** 223078723

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

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

- **Plan Number:** 519

- **Total Participants:** 0

- **Total Assets:** $381.5M

## 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|$381.5M|$0|$0|

| 2023|0|$356.5M|$0|$0|

| 2022|0|$304.1M|$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|

| PRUDENTIAL INSURANCE COMPANY|Investment Advisor|$24,818,906|—|$24,818,906|

| CALLAN ASSOCIATES|Other Service Provider|$29,326|—|$29,326|

| STATE STREET BANK AND TRUST COMPANY|Custodian / Trustee|$5,075|—|$5,075|

### Verified Provider Profiles

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

- [PRUDENTIAL INSURANCE COMPANY](https://planprovider.pro/provider/empower) — Investment Advisor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $24,853,307

- **Estimated Expense Ratio:** 6.514% 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|$26,419,581|—|$78,369|$25,742,039|—|

| 2023|$2,028,644|$556,129|—|—|—|

| 2022|$25,904,839|—|$37,037|—|$562,979|

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