Roivant Sciences, Inc. 401(k) Plan
Sponsored by Roivant Sciences, Inc. · EIN 465630757 · Plan #001
- Total assets
- $115M
- Net assets
- $115M
- Active participants
- 783
- With balances
- 1,209
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 |
|---|---|---|
| Kestra Advisory Services, Llc CRD 283330 | deterministic · 100% | 2024 |
| Morgan Stanley Smith Barney Llc CRD 149777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $91,610 |
| Morgan Stanley Smith Barney Llc | Investment advisory (plan) | $65,876 |
| Bdo Usa, P.C. | Accounting | $59,000 |
| Kestra Advisory Services, Llc | Investment advisory (plan) | $31,641 |