Plan Snapshot
- Plan Sponsor: Thomson Reuters Holdings INC.
- Sponsor EIN: 061497995
- Sponsor Address: 2900 AMES CROSSING ROAD, EAGAN, MN, 55121
- Plan Type: 401(k)
- Plan Number: 012
- Total Participants: 0
- Total Assets: $696.2M
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 | 0 | $696.2M | $0 | $0 |
| 2023 | 0 | $574.6M | $0 | $0 |
| 2022 | 0 | $443.4M | $0 | $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 |
|---|---|---|---|---|
| T ROWE PRICE ASSOCIATES, INC | Other Service Provider | $1,689,859 | — | $1,689,859 |
| MFS INSTITUTIONAL ADVISORS, INC. | Other Service Provider | $532,272 | — | $532,272 |
| STATE STREET GLOBAL ADVISORS | Other Service Provider | $13,094 | — | $13,094 |
| VOYA INSTITUTIONAL PLAN SERVICES | Other Service Provider | $8,128 | — | $8,128 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $2,243,353
- Estimated Expense Ratio: 0.322% 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 | $2,243,353 | $2,235,225 | — | — | — |
| 2023 | $1,834,915 | $1,823,855 | — | — | — |
| 2022 | $1,884,350 | $1,884,350 | — | — | — |