# Two Sigma Investments, LP 401(k) Plan
Source: https://planprovider.pro/companies/two-sigma-investments-lp-401k-plan

> Two Sigma Investments, LP's 401(k) plan: 1,668 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Two Sigma Investments, LP

- **Sponsor EIN:** 134181471

- **Sponsor Address:** 100 AVENUE OF THE AMERICAS, NEW YORK, NY, 10013

- **Plan Type:** 401(k)

- **Total Participants:** 1,668

- **Total Assets:** $698.4M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **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|1,668|$698.4M|$9.6M|$68.2M|

| 2023|1,992|$556.1M|$9.7M|$62.4M|

| 2022|1,933|$408.9M|$8.1M|$51.9M|

## 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|

| STRATEGIC ADVISORS, INC.|ADVISOR|$105,251|—|$105,251|

| ERNST & YOUNG, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [ERNST & YOUNG, LLP](https://planprovider.pro/provider/ernst-and-young-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $105,251

- **Estimated Expense Ratio:** 0.015% 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|$27,617|$105,251|$1,200|—|—|

| 2023|$55,007|$87,550|$600|—|—|

| 2022|-$43,002|$76,441|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/two-sigma-investments-lp-401k-plan)

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