Plan Snapshot
- Plan Sponsor: Terumo Americas Holding, INC.
- Sponsor EIN: 341112331
- Sponsor Address: 265 DAVIDSON AVENUE, SOMERSET, NJ, 08873
- Plan Type: 401(k)
- Total Participants: 3,820
- Total Assets: $836.4M
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 | 3,820 | $836.4M | $30.9M | $35.9M |
| 2023 | 3,554 | $721.5M | $30.4M | $34.6M |
| 2022 | 3,535 | $592.1M | $27.1M | $32.3M |
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 |
|---|---|---|---|---|
| EISNERAMPER LLP | Auditor | $47,750 | — | $47,750 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- EISNERAMPER LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $47,750
- Estimated Expense Ratio: 0.006% 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 | $404,533 | — | $2,100 | $47,750 | — |
| 2023 | $267,644 | $23,826 | $300 | $35,595 | — |
| 2022 | $162,962 | — | — | — | — |