# Roivant Sciences, INC. 401(k) Plan
Source: https://planprovider.pro/companies/roivant-sciences-inc-401k-plan

> Roivant Sciences, INC.'s 401(k) plan: 783 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Roivant Sciences, INC.

- **Sponsor EIN:** 465630757

- **Sponsor Address:** 151 W 42ND STREET, NEW YORK, NY, 10036

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

- **Total Participants:** 783

- **Total Assets:** $115.4M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|783|$115.4M|$6.2M|$17.9M|

| 2023|811|$88.9M|$6.2M|$16.8M|

| 2022|796|$56.4M|$6.2M|$14.9M|

## 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|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$91,610|—|$91,610|

| MORGAN STANLEY SMITH BARNEY LLC|INVESTMENT ADVISOR|$65,876|—|$65,876|

| BDO USA, P.C.|AUDITOR|$59,000|—|$59,000|

| KESTRA ADVISORY SERVICES, LLC|INVESTMENT ADVISOR|$31,641|—|$31,641|

### Verified Provider Profiles

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

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [MORGAN STANLEY SMITH BARNEY LLC](https://planprovider.pro/provider/morgan-stanley) — INVESTMENT ADVISOR

- [BDO USA, P.C.](https://planprovider.pro/provider/bdo-usa-pc) — AUDITOR

- [KESTRA ADVISORY SERVICES, LLC](https://planprovider.pro/provider/sentinel-group) — INVESTMENT ADVISOR

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $248,127

- **Estimated Expense Ratio:** 0.215% 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|$248,127|$120,714|—|$59,000|—|

| 2023|$378,556|—|—|$58,000|—|

| 2022|$130,151|—|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/roivant-sciences-inc-401k-plan)

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