# Siemens Medical Solutions Usa, INC. 401(k) Plan
Source: https://planprovider.pro/companies/siemens-medical-solutions-usa-inc-824408126-001

> Siemens Medical Solutions Usa, INC.'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:** Siemens Medical Solutions Usa, INC.

- **Sponsor EIN:** 824408126

- **Sponsor Address:** 40 LIBERTY BOULEVARD, MALVERN, PA, 19355

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

- **Plan Number:** 001

- **Total Participants:** 0

- **Total Assets:** $7.8B

## 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|$7.8B|$0|$0|

| 2023|0|$5.7B|$0|$0|

| 2022|0|$5.1B|$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|

| ALIGHT SOLUTIONS, LLC|Recordkeeper|$4,210,240|—|$4,210,240|

| INVESCO TRUST COMPANY|Other Service Provider|$554,876|—|$554,876|

| JPMORGAN CHASE BANK, N.A.|Recordkeeper|$525,690|$24,990|$550,680|

| MERCER|Other Service Provider|$173,977|—|$173,977|

| PERSHING LLC|Investment Advisor|—|$154,742|$154,742|

| STATE STREET GLOBAL ADVISORS|Other Service Provider|$88,263|—|$88,263|

| SIEMENS MEDICAL|Other Service Provider|$81,034|—|$81,034|

| ALIGHT FINANCIAL SOLUTIONS, LLC|Recordkeeper|—|$45,097|$45,097|

| DOPKINS AND COMPANY, LLP|Auditor|$35,000|—|$35,000|

| ERNST AND YOUNG LLP|Auditor|$34,090|—|$34,090|

### 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) — Recordkeeper

- [JPMORGAN CHASE BANK, N.A.](https://planprovider.pro/provider/jp-morgan-asset-management) — Recordkeeper

- [PERSHING LLC](https://planprovider.pro/provider/northwestern-mutual) — Investment Advisor

- [ALIGHT FINANCIAL SOLUTIONS, LLC](https://planprovider.pro/provider/alight-solutions) — Recordkeeper

- [DOPKINS AND COMPANY, LLP](https://planprovider.pro/provider/dopkins-and-company-llp) — Auditor

- [ERNST AND YOUNG LLP](https://planprovider.pro/provider/ernst-and-young-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $5,927,999

- **Estimated Expense Ratio:** 0.076% 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|$5,606,205|$894,339|$15,234|$69,090|—|

| 2023|$11,070,283|$6,220,582|$4,521,534|$98,375|—|

| 2022|$12,517,049|$6,681,061|—|—|$5,792,781|

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