Back to filter
Original filing (PDF)20251008121119NAL0002985587001
DAIICHI SANKYO, INC.
Form 5500
FILING_RECEIVED
DAIICHI SANKYO, INC. SAVINGS AND RETIREMENT PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
2,440
Accounts w/ balance
3,649
Plan assets (EOY)
$963.6M
Net assets (EOY)
$963.6M
How this plan invests
This plan
17 pooled trusts
Schedule D
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (3 bps vs 6 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DAIICHI SANKYO, INC..
Plan sponsor
Name
DAIICHI SANKYO, INC.
EIN
13-3914479
Address
211 MOUNT AIRY ROAD · BASKING RIDGE, NJ · 07920
Phone
(908) 992-6400
Industry
Wholesale Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-08
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
COHNREZNICK LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsOther
5| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| T ROWE PRICE RPS INC | — | BALTIMORE, MD | NONE | $140K | — |
| CAPFINANCIAL PARTNERS LLC | — | RALEIGH, NC | NONE | $76K | — |
| COHNREZNICK LLP | — | ROSELAND, NJ | NONE | $33K | — |
| BOLTON PARTNERS, INC | — | BALTIMORE, MD | NONE | $15K | — |
| MORNINGSTAR | — | CHICAGO, IL | NONE | $11K | — |
Investments
11 direct securities · 17 pooled funds· $948.3M(98% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Common Collective Trust
$651.9M
17 holdings
Uncategorized
$296.4M
11 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T. ROWE PRICE RETIREMENT 2040 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941729 / PN 001 | Common Collective Trust | 3,402,768 | — | $124.8M | 13.0% | |
| TRP BLUE CHIP GROWTH TRUST T. ROWE PRICE TRUST COMPANY · EIN 80-0470272 / PN 004 | Common Collective Trust | 1,098,653 | — | $108.0M | 11.2% | |
| Vanguard Inst Index | — | 193,682 | — | $92.8M | 9.6% | |
| T. ROWE PRICE RETIREMENT 2030 TRUST T. ROWE PRICE TRUST COMPANY · EIN 38-7010946 / PN 001 | Common Collective Trust | 2,879,039 | — | $92.2M | 9.6% | |
| T. ROWE PRICE RETIREMENT 2050 TRUST T. ROWE PRICE TRUST COMPANY · EIN 30-6303214 / PN 001 | Common Collective Trust | 1,914,882 | — | $72.7M | 7.5% | |
| T. ROWE PRICE RETIREMENT 2035 TRUST T. ROWE PRICE TRUST COMPANY · EIN 36-7595013 / PN 001 | Common Collective Trust | 1,800,320 | — | $62.2M | 6.5% | |
| T. ROWE PRICE RETIREMENT 2045 TRUST T. ROWE PRICE TRUST COMPANY · EIN 32-6199848 / PN 001 | Common Collective Trust | 1,341,531 | — | $50.8M | 5.3% | |
| T. Rowe Price Mid-Cap Growth | — | 399,904 | — | $39.9M | 4.1% | |
| TRP STABLE VALUE COMMON TRUST FUND T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | 39,140,931 | — | $39.1M | 4.1% | |
| T. Rowe Price Health Sciences | — | 489,743 | — | $38.9M | 4.0% | |
| Vanguard Equity Income Adm | — | 363,202 | — | $32.0M | 3.3% | |
| T. Rowe Price Inst Small-Cap Stock | — | 1,261,617 | — | $31.4M | 3.3% | |
| T. ROWE PRICE RETIREMENT 2025 TRUST T. ROWE PRICE TRUST COMPANY · EIN 37-6495447 / PN 001 | Common Collective Trust | 947,244 | — | $27.8M | 2.9% | |
| T. ROWE PRICE RETIREMENT 2055 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941728 / PN 001 | Common Collective Trust | 646,324 | — | $24.5M | 2.5% | |
| T. ROWE PRICE RETIREMENT 2020 TRUST T. ROWE PRICE TRUST COMPANY · EIN 36-7594871 / PN 001 | Common Collective Trust | 790,988 | — | $21.2M | 2.2% | |
| Vanguard Ttl Bnd Mrk Indx Inst | — | 1,781,655 | — | $16.9M | 1.8% | |
| Vanguard Ttl Intl Stk Idx Inst | — | 130,737 | — | $16.6M | 1.7% | |
| Vanguard Ext Market Index Inst | — | 90,177 | — | $13.0M | 1.3% | |
| Dodge & Cox Income X | — | 784,121 | — | $9.7M | 1.0% | |
| MFS MID CAP VALUE FUND CT GREAT GRAY TRUST COMPANY, LLC · EIN 38-4139822 / PN 616 | Common Collective Trust | 410,014 | — | $8.9M | 0.9% | |
| T. ROWE PRICE RETIREMENT 2060 TRUST T. ROWE PRICE TRUST COMPANY · EIN 47-1088316 / PN 001 | Common Collective Trust | 322,638 | — | $7.8M | 0.8% | |
| GREAT GRAY TR EUROPAC GRWTH CT GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289843 / PN 001 | Common Collective Trust | 401,525 | — | $4.9M | 0.5% | |
| Participant loans | — | — | — | $4.8M | 0.5% | |
| T. ROWE PRICE RETIREMENT 2010 TRUST T. ROWE PRICE TRUST COMPANY · EIN 32-6199795 / PN 001 | Common Collective Trust | 130,720 | — | $3.0M | 0.3% | |
| T. ROWE PRICE RETIREMENT 2005 TRUST T. ROWE PRICE TRUST COMPANY · EIN 61-6434302 / PN 001 | Common Collective Trust | 85,433 | — | $1.8M | 0.2% | |
| T. ROWE PRICE RETIREMENT 2015 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941654 / PN 001 | Common Collective Trust | 55,468 | — | $1.4M | 0.1% | |
| T. ROWE PRICE RETIREMENT 2065 TRUST T. ROWE PRICE TRUST COMPANY · EIN 85-1763138 / PN 001 | Common Collective Trust | 55,583 | — | $840K | <0.1% | |
| T. Rowe Price Government Money | — | 473,965 | — | $474K | <0.1% |