Plan Snapshot
- Plan Sponsor: Thomson Reuters Holdings INC.
- Sponsor EIN: 061497995
- Sponsor Address: 2900 AMES CROSSING ROAD, EAGAN, MN, 55121
- Plan Type: DB
- Total Participants: 1,442
- Total Assets: $1.4B
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 | 1,442 | $1.4B | $0 | $0 |
| 2023 | 1,648 | $1.6B | $0 | $0 |
| 2022 | 1,889 | $1.5B | $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 |
|---|---|---|---|---|
| PRICEWATERHOUSECOOPERS LLC | Auditor | $132,758 | — | $132,758 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PRICEWATERHOUSECOOPERS LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $132,758
- Estimated Expense Ratio: 0.009% 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 | $12,906,533 | $1,351,556 | — | $132,758 | — |
| 2023 | $14,161,008 | $2,705,132 | — | $142,242 | — |
| 2022 | $9,319,355 | $4,059,131 | $1,085,605 | — | $855,091 |