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

> Thomson Reuters Holdings INC.'s 401(k) plan: 8,130 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)

- **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](https://planprovider.pro/provider/voya-financial) — INVESTMENT ADVISOR

- [PRICEWATERHOUSECOOPERS LLC](https://planprovider.pro/provider/pricewaterhousecoopers-llp) — NONE

- [MORGAN LEWIS & BOCKIUS LLP](https://planprovider.pro/provider/meyer-unkovic-and-scott-llp) — NONE

- [WILLIS TOWERS WATSON US LLC](https://planprovider.pro/provider/lincoln-financial-group) — 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|

## Similar Plans

- [Jamf Software, LLC](https://planprovider.pro/companies/jamf-softwate-llc-401k-plan) — 1,551 participants

- [Thomson Reuters Holdings INC.](https://planprovider.pro/companies/thomson-reuters-holdings-inc-plan-001) — 1,442 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/thomson-reuters-holdings-inc-401k-plan)

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