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Original filing (PDF)20251011101225NAL0004701987001
HOFFMANN-LA ROCHE INC.
Form 5500
FILING_RECEIVED
BASIC LIFE PLAN OF HOFFMANN-LA ROCHE INC.
Health & welfare plan
Signals · 1
~822 bps in Sched C fees
Active participants
0
Accounts w/ balance
—
Plan assets (EOY)
$419K
Net assets (EOY)
$419K
How this plan invests
This plan
1 collective trust
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
85
/ 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
75
Total plan cost
65
Vendor stack
100
Participation health
90
Knocking points off
- 822 bps in Schedule C fees — 420% above peer band of 158 bps.
- No active participants reported but plan still holds assets.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HOFFMANN-LA ROCHE INC..
Plan sponsor
Name
HOFFMANN-LA ROCHE INC.
EIN
22-0994270
Address
150 CLOVE ROAD · LITTLE FALLS, NJ · 07424
Phone
(650) 225-1000
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
501
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-11
Welfare benefit codes
4A · Health (other than dental or vision)
Audit & trust (Schedule H)
Auditor
GRANT THORNTON LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsAccountant / Auditor
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GRANT THORNTON LLP | 36-6055558 | — | AUDITOR | $29K | — |
| RSM US LLP | 42-0714325 | — | AUDITOR | $5K | — |
Investments
1 pooled fund· $419K(100% 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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| ROCHE RETIREE WELFARE BNFTS MSTR TR ROCHE RETIREE WELFARE BNFTS MSTR TR · EIN 22-3078723 / PN 519 | Master Trust | $419K | 100.0% |
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