# Siemens Energy, INC. 401(k) Plan
Source: https://planprovider.pro/companies/siemens-energy-inc-401k-plan

> Siemens Energy, INC.'s 401(k) plan: 11,052 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Siemens Energy, INC.

- **Sponsor EIN:** 133987280

- **Sponsor Address:** 4400 N. ALAFAYA TRAIL, ORLANDO, FL, 32826

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

- **Total Participants:** 11,052

- **Total Assets:** $4.0B

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** Yes

- **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|11,052|$4.0B|$94.6M|$143.5M|

| 2023|10,564|$3.5B|$85.2M|$127.3M|

| 2022|9,777|$3.1B|$79.2M|$118.7M|

## 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|

| ARROWSTREET CAPITAL|NONE|$1,731,973|—|$1,731,973|

| ALIGHT SOLUTIONS LLC|NONE|$1,037,635|—|$1,037,635|

| MFS|NONE|$917,375|—|$917,375|

| CHAMPLAIN INVESTMENT PARTNERS|NONE|$433,517|—|$433,517|

| INVESCO TRUST COMPANY|NONE|$392,391|—|$392,391|

| HOTCHKIS AND WILEY CAPITAL MGMT|NONE|$364,091|—|$364,091|

| THE BANK OF NEW YORK MELLON|NONE|$322,318|—|$322,318|

| SCHRODER INVESTMENT MANAGEMENT|NONE|$241,662|—|$241,662|

| NEPC|NONE|$202,788|—|$202,788|

| ARTISAN PARTNERS|NONE|$134,676|—|$134,676|

| LOOMIS SAYLES AND COMPANY|NONE|$104,373|—|$104,373|

| PERSHING LLC|NONE|—|$99,250|$99,250|

| JPMORGAN CHASE BANK, N.A.|NONE|$85,991|$387|$86,378|

| DOPKINS AND COMPANY, LLP|NONE|$67,000|—|$67,000|

| THE NORTHERN TRUST COMPANY|NONE|$56,015|—|$56,015|

| BLACKROCK INSTITUTIONAL TRUST CO|NONE|$43,531|—|$43,531|

| ALIGHT FINANCIAL SOLUTIONS, LLC|NONE|—|$12,412|$12,412|

| STATE STREET GLOBAL ADVISORS|NONE|$7,989|—|$7,989|

### Verified Provider Profiles

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

- [ALIGHT SOLUTIONS LLC](https://planprovider.pro/provider/alight-solutions) — NONE

- [NEPC](https://planprovider.pro/provider/milliman) — NONE

- [PERSHING LLC](https://planprovider.pro/provider/northwestern-mutual) — NONE

- [JPMORGAN CHASE BANK, N.A.](https://planprovider.pro/provider/jp-morgan-asset-management) — NONE

- [DOPKINS AND COMPANY, LLP](https://planprovider.pro/provider/dopkins-and-company-llp) — NONE

- [ALIGHT FINANCIAL SOLUTIONS, LLC](https://planprovider.pro/provider/alight-solutions) — NONE

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $6,255,374

- **Estimated Expense Ratio:** 0.158% 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|$6,147,563|$4,634,619|$67,000|—|—|

| 2023|$9,160,329|$6,031,279|$3,122,292|—|—|

| 2022|$7,980,666|$5,892,699|—|—|$2,087,967|

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