Plan Snapshot
- Plan Sponsor: Thomson Reuters Holdings INC.
- Sponsor EIN: 061497995
- Sponsor Address: 2900 AMES CROSSING ROAD, EAGAN, MN, 55121
- Plan Type: 401(k)
- Total Participants: 8,130
- Total Assets: $4.5B
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 | 8,130 | $4.5B | $48.4M | $108.0M |
| 2023 | 8,868 | $4.1B | $48.9M | $111.5M |
| 2022 | 9,774 | $3.6B | $51.9M | $116.5M |
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 |
|---|---|---|---|---|
| VOYA RETIREMENT ADVISORS, LLC | INVESTMENT ADVISOR | $1,483,922 | — | $1,483,922 |
| VOYA INSTITUTIONAL PLAN SERVICES | RECORDKEEPER/TRUSTEE | $611,520 | — | $611,520 |
| FIDUCIENT | NONE | $142,500 | — | $142,500 |
| PRICEWATERHOUSECOOPERS LLC | NONE | $116,465 | — | $116,465 |
| MORGAN LEWIS & BOCKIUS LLP | NONE | $106,397 | — | $106,397 |
| WILLIS TOWERS WATSON US LLC | NONE | $37,500 | — | $37,500 |
| QDRO CONSULTANTS | NONE | $5,100 | — | $5,100 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- VOYA RETIREMENT ADVISORS, LLC — INVESTMENT ADVISOR
- PRICEWATERHOUSECOOPERS LLC — NONE
- MORGAN LEWIS & BOCKIUS LLP — NONE
- WILLIS TOWERS WATSON US LLC — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $2,503,404
- Estimated Expense Ratio: 0.056% 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 | $2,503,404 | $1,626,422 | $611,520 | $116,465 | — |
| 2023 | $2,497,916 | $1,619,071 | $631,442 | $118,535 | — |
| 2022 | $2,490,231 | $1,654,743 | $653,104 | — | $178,484 |