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 |
|---|---|---|---|---|
| ALIGHT SOLUTIONS, LLC | RECORD KEEPER | $954,370 | $735 | $955,105 |
| WILLIS TOWERS WATSON US LLC | NONE | $527,461 | — | $527,461 |
| GOLDMAN SACHS ASSET MANAGEMENT, LP | INVESTMENT MANAGER | $481,758 | — | $481,758 |
| JPMORGAN CHASE BANK NA | TRUSTEE AND INVEST MGR | $276,504 | $137,532 | $414,036 |
| PRUDENTIAL INSURANCE CO. | INVESTMENT MANAGER | $238,941 | — | $238,941 |
| INCOME RESEARCH AND MANAGEMENT | NONE | $227,208 | — | $227,208 |
| VOYA INVESTMENT TRUST COMPANY | INVESTMENT MANAGER | $198,110 | — | $198,110 |
| NISA INVESTMENT ADVISORS LLC | NONE | $197,210 | — | $197,210 |
| PRICEWATERHOUSECOOPERS LLP | NONE | $132,758 | — | $132,758 |
| MORGAN LEWIS & BOCKIUS LLP | NONE | $57,827 | — | $57,827 |
| HS2 BENEFITS | NONE | $13,500 | — | $13,500 |
| STATE STREET GLOBAL ADVISORS | INVESTMENT MANAGER | $8,330 | — | $8,330 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ALIGHT SOLUTIONS, LLC — RECORD KEEPER
- WILLIS TOWERS WATSON US LLC — NONE
- GOLDMAN SACHS ASSET MANAGEMENT, LP — INVESTMENT MANAGER
- JPMORGAN CHASE BANK NA — TRUSTEE AND INVEST MGR
- PRUDENTIAL INSURANCE CO. — INVESTMENT MANAGER
- PRICEWATERHOUSECOOPERS LLP — NONE
- MORGAN LEWIS & BOCKIUS LLP — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $3,452,244
- Estimated Expense Ratio: 0.246% 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 |