Plan Ledger DOL Form 5500 · updated monthly

Roivant Sciences, Inc.401(k)

ROIVANT SCIENCES, INC. 401(K) PLAN · NEW YORK, NY · plan year 2024

Reported admin expense ratio · 2024
0.24%

Peer grade: B · admin costs + employer contributions vs same-size plans · how grading works

Roivant Sciences, Inc. reported $248,127 in plan administrative expenses for 2024: 0.24% of average plan assets, higher than ~75% of peers. Employer contributions averaged $7,946 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.27% to 0.24%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other manufacturing employers. By assets it is the 704th-largest of 5,648 plans among New York employers on file, and the 1,713th of 13,661 in manufacturing. In 2024, employees put in $2.88 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$115,368,840
Participants with balances1,209
Active participants783
Employer contributions$6,222,088
Employee contributions$17,920,442
Employer contribution per active participant$7,946
Average account balance$95,425
Benefits paid to participants$19,272,866
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$115.4M · 1,209 accts · $6.2M emplr
2023$88.7M · 1,166 accts · $6.2M emplr
2022$56.3M · 1,101 accts · $6.2M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$68,413
Investment management$120,714
Audit (IQPA)$59,000
Total administrative$248,127
The Roivant Sciences, Inc. 401(k) match · 2024
Employer contribution per active participant$7,946
Median for plans this size$3,635
2024$7,946 per active participant
2023$7,687 per active participant
2022$7,732 per active participant

Roivant Sciences, Inc.'s 2024 employer contribution ran above the $3,635 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20244
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$91,610
MORGAN STANLEY SMITH BARNEY LLC · Investment advisory (plan)$65,876
BDO USA, P.C. · Accounting / audit$59,000
KESTRA ADVISORY SERVICES, LLC · Investment advisory (plan)$31,641

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$248,127 · 0.24%
2023$378,556 · 0.52%
2022$130,151 · 0.27%
Same employer
Similar plansManufacturing · New York
Ampacet Corporation NY$122.6M · 0.08%
Alvogen Group, Inc. NY$105.6M · 0.05%

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Source: U.S. Department of Labor, Form 5500 series, EIN 465630757 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.