Plan Snapshot
- Plan Sponsor: Teva Pharmaceuticals Usa, INC.
- Sponsor EIN: 221734359
- Sponsor Address: 400 INTERPACE PKWY, PARSIPPANY, NJ, 07054
- Plan Type: 401(k)
- Total Participants: 5,037
- Total Assets: $2.3B
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 5,037 | $2.3B | $65.1M | $64.1M |
| 2023 | 5,303 | $2.1B | $63.2M | $61.5M |
| 2022 | 5,360 | $1.9B | $59.1M | $57.7M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $544,862 | — | $544,862 |
| AON INVESTMENTS USA INC | INVESTMENT ADVISOR | $346,461 | — | $346,461 |
| AON CONSULTING, INC. | CONSULTING | $12,390 | — | $12,390 |
| TORRILLO & ASSOCIATES, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- AON CONSULTING, INC. — CONSULTING
- TORRILLO & ASSOCIATES, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $903,713
- Estimated Expense Ratio: 0.039% 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 | $903,713 | $346,461 | — | — | — |
| 2023 | $879,951 | — | — | — | — |
| 2022 | $891,367 | — | — | — | — |