# Takeda Pharmaceutical U.S.A., INC. 401(k) Plan
Source: https://planprovider.pro/companies/takeda-pharmaceutical-u-s-a-inc-401k-plan

> Takeda Pharmaceutical U.S.A., INC.'s 401(k) plan: 23,331 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Takeda Pharmaceutical U.S.A., INC.

- **Sponsor EIN:** 134013710

- **Sponsor Address:** 500 KENDALL STREET, CAMBRIDGE, MA, 02142

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

- **Total Participants:** 23,331

- **Total Assets:** $6.2B

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

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

| 2024|23,331|$6.2B|$258.7M|$224.2M|

| 2023|23,253|$5.5B|$265.6M|$213.6M|

| 2022|21,791|$4.5B|$228.9M|$190.6M|

## 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 INV INST OPS CO., INC.|NONE|$1,501,131|—|$1,501,131|

| STRATEGIC ADVISORS|NONE|$924,136|—|$924,136|

| WILLIS TOWERS WATSON US LLC|NONE|$455,362|—|$455,362|

| MERCER|NONE|$114,975|—|$114,975|

| FORVIS MAZARS, LLP|NONE|$62,505|—|$62,505|

### Verified Provider Profiles

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

- [FIDELITY INV INST OPS CO., INC.](https://planprovider.pro/provider/fidelity-investments) — NONE

- [STRATEGIC ADVISORS](https://planprovider.pro/provider/creative-planning) — NONE

- [WILLIS TOWERS WATSON US LLC](https://planprovider.pro/provider/lincoln-financial-group) — NONE

- [FORVIS MAZARS, LLP](https://planprovider.pro/provider/forvis-mazars-llp) — NONE

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $3,058,109

- **Estimated Expense Ratio:** 0.049% 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|$2,971,785|$924,136|$8,100|$62,505|—|

| 2023|$2,463,676|$699,041|$12,600|$32,800|—|

| 2022|$3,683,223|$2,246,426|—|—|—|

## Similar Plans

- [Philips North America LLC](https://planprovider.pro/companies/philips-north-america-llc-401k-plan-005) — 17,066 participants

- [Medical Information Technology, INC](https://planprovider.pro/companies/medical-information-technology-inc-401k-plan) — 3,338 participants

- [Acushnet Company](https://planprovider.pro/companies/acushnet-company-401k-plan) — 3,312 participants

- [Medical Information Technology, INC](https://planprovider.pro/companies/medical-information-technology-inc-plan-001) — 3,150 participants

- [Waters Technologies Corporation](https://planprovider.pro/companies/waters-technologies-corporation-401k-plan-002) — 2,894 participants

- [Spectris, INC.](https://planprovider.pro/companies/spectris-inc-401k-plan) — 1,929 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/takeda-pharmaceutical-u-s-a-inc-401k-plan)

© 2026 PlanProvider.Pro