Plan Snapshot
- Plan Sponsor: Courthouse News Service
- Sponsor EIN: 954652674
- Sponsor Address: 30 N. RAYMOND AVENUE, SUITE 310, PASADENA, CA, 91103
- Plan Type: 401(k)
- Total Participants: 215
- Total Assets: $10.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 215 | $10.0M | $130,415 | $477,481 |
| 2023 | 218 | $8.7M | $122,314 | $484,707 |
| 2022 | 203 | $7.4M | $122,442 | $426,893 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| SAGEVIEW | Investment Advisor | $46,263 | — | $46,263 |
| NEWPORT GROUP | Recordkeeper | $17,741 | — | $17,741 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $64,004
- Estimated Expense Ratio: 0.642% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $63,400 | — | $63,400 | — | — |
| 2023 | $55,788 | $37,781 | $15,202 | — | — |
| 2022 | $53,584 | $37,249 | $14,985 | — | — |