# Takeda Pharmaceuticals U.S.A., INC DB Plan
Source: https://planprovider.pro/companies/takeda-pharmaceuticals-north-america-inc-plan-003

> Takeda Pharmaceuticals U.S.A., INC's DB plan: 482 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

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

- **Sponsor EIN:** 134013710

- **Sponsor Address:** 730 STOCKTON DRIVE, EXTON, PA, 19341

- **Plan Type:** DB

- **Total Participants:** 482

- **Total Assets:** $394.8M

## 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|482|$394.8M|$38.0M|$0|

| 2023|516|$374.8M|$32.3M|$0|

| 2022|549|$333.8M|$30.0M|$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|

| TOWERS WATSON|NONE|$1,405,951|—|$1,405,951|

| MERCER|NONE|$544,644|—|$544,644|

| STATE STREET BANK|NONE|$89,709|—|$89,709|

| CROWE LLP|NONE|$32,471|—|$32,471|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $2,072,775

- **Estimated Expense Ratio:** 0.525% 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|$2,457,207|$544,644|—|$32,471|—|

| 2023|$2,652,602|$843,202|—|$53,550|—|

| 2022|$2,424,202|$550,991|$91,452|—|$489,214|

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