AUMdb

Thomson Reuters 401(k) Savings Plan

Sponsored by Thomson Reuters Holdings Inc. · EIN 061497995 · Plan #002

Total assets
$4.5B
Net assets
$4.5B
Active participants
8,130
With balances
19,924

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Voya Retirement Advisors, Llc CRD 3989 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Voya Retirement Advisors, Llc Investment advisory (participants), Direct payment from the plan $1,483,922
Voya Institutional Plan Services Recordkeeping, Trustee (institutional), Trustee (directed) $611,520
Fiducient Investment advisory (plan), Investment management fees (direct) $142,500
Pricewaterhousecoopers Llc Accounting, Direct payment from the plan $116,465
Morgan Lewis & Bockius Llp Legal, Direct payment from the plan $106,397
Willis Towers Watson Us Llc Consulting (general), Direct payment from the plan, Consulting fees $37,500
Qdro Consultants Other services $5,100