# Siemens Medical Solutions Usa, INC. 401(k) Plan
Source: https://planprovider.pro/companies/siemens-medical-solutions-usa-inc-824408790-001

> 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:** 824408790

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

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

- **Plan Number:** 001

- **Total Participants:** 0

- **Total Assets:** $753.7M

## 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|$753.7M|$0|$0|

| 2023|0|$801.4M|$0|$0|

| 2022|0|$819.6M|$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|Recordkeeper|$566,922|—|$566,922|

| INCOME RESEARCH MANAGEMENT|Other Service Provider|$491,214|—|$491,214|

| WILLIS TOWER WATSON|Other Service Provider|$280,475|—|$280,475|

| JPMORGAN CHASE BANK, N.A.|Custodian / Trustee|$218,590|$21,535|$240,125|

| WELLINGTON MANAGEMENT COMPANY|Other Service Provider|$216,076|—|$216,076|

| SIEMENS MEDICAL SOLUTIONS|Recordkeeper|$97,166|—|$97,166|

| NISA|Other Service Provider|$89,547|—|$89,547|

| STATE STREET GLOBAL ADVISORS|Other Service Provider|$37,666|—|$37,666|

| ERNST AND YOUNG LLP|Auditor|$35,230|—|$35,230|

| DOPKINS AND COMPANY, LLP|Auditor|$22,800|—|$22,800|

| BANCO POPULAR|Other Service Provider|$17,591|—|$17,591|

| BLACKROCK INSTITUTIONAL TRUST CO|Other Service Provider|$5,860|—|$5,860|

### Verified Provider Profiles

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

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

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

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

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

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $2,100,672

- **Estimated Expense Ratio:** 0.279% 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|$2,067,679|$840,363|$933,105|$58,030|—|

| 2023|$2,163,700|$960,852|$789,191|$101,000|—|

| 2022|$2,721,371|$1,689,554|—|—|$1,031,817|

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