# Thomson Reuters Holdings INC. 401(k) Plan
Source: https://planprovider.pro/companies/thomson-reuters-holdings-inc-061497995-012

> Thomson Reuters Holdings INC.'s 401(k) plan: 0 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|—|

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