# Sumitomo Pharma America, INC. 401(k) Plan
Source: https://planprovider.pro/companies/sumitomo-pharma-america-inc-401k-plan

> Sumitomo Pharma America, INC.'s 401(k) plan: 1,141 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Sumitomo Pharma America, INC.

- **Sponsor EIN:** 222536587

- **Sponsor Address:** 84 WATERFORD DRIVE, MARLBOROUGH, MA, 01752

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

- **Total Participants:** 1,141

- **Total Assets:** $634.1M

## 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|1,141|$634.1M|$16.0M|$25.7M|

| 2023|1,751|$647.2M|$15.9M|$25.7M|

## 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|

| CARON & BLETZER PLLC|Auditor|$21,500|—|$21,500|

### Verified Provider Profiles

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

- [CARON & BLETZER PLLC](https://planprovider.pro/provider/caron-bletzer) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $21,500

- **Estimated Expense Ratio:** 0.003% 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|$220,834|$90,655|$2,400|$21,500|—|

| 2023|$245,357|$119,201|$1,200|$17,100|—|

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

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