AUMdb

Takeda Pharmaceutical U.S.A., Inc. Savings And Retirement Plan

Sponsored by Takeda Pharmaceutical U.S.A., Inc. · EIN 134013710 · Plan #001

Total assets
$6.2B
Net assets
$6.2B
Active participants
23,331
With balances
38,538

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
Strategic Advisors Llc CRD 125882 deterministic · 100% 2024
Willis Towers Watson Securities, Llc CRD 317602 fuzzy_auto · 94% 2024

Service providers

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

Provider Services Direct comp
Fidelity Inv Inst Ops Co., Inc. Participant loan processing, Direct payment from the plan, Recordkeeping fees $1,501,131
Strategic Advisors Investment advisory (plan), Direct payment from the plan $924,136
Willis Towers Watson Us Llc Consulting (general), Investment advisory (plan), Other services $455,362
Mercer Consulting (general), Other services, Direct payment from the plan $114,975
Forvis Mazars, Llp Accounting, Direct payment from the plan $62,505