Plan Snapshot
- Plan Sponsor: Wuxi Apptec, INC.
- Sponsor EIN: 300135172
- Sponsor Address: 2540 EXECUTIVE DRIVE, SAINT PAUL, MN, 551201175
- Plan Type: 401(k)
- Total Participants: 1,733
- Total Assets: $177.8M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 1,733 | $177.8M | $6.2M | $18.0M |
| 2023 | 1,889 | $147.2M | $6.4M | $17.4M |
| 2022 | 1,873 | $113.6M | $5.7M | $16.1M |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | Recordkeeper | $344,376 | $3,248 | $347,624 |
| UBS FINANCIAL SERVICES INC | Investment Advisor | — | $60,000 | $60,000 |
| CBIZ | Other Service Provider | — | $14,900 | $14,900 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- UBS FINANCIAL SERVICES INC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $422,524
- Estimated Expense Ratio: 0.238% 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 | $344,376 | — | $344,376 | — | — |
| 2023 | $297,128 | — | $297,128 | — | — |
| 2022 | $273,336 | — | $273,336 | — | — |