# Discovery Education, INC. 401(k) Plan
Source: https://planprovider.pro/companies/discovery-education-inc-401k-plan

> Discovery Education, INC.'s 401(k) plan: 610 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Discovery Education, INC.

- **Sponsor EIN:** 362298050

- **Sponsor Address:** 4350 CONGRESS ST, CHARLOTTE, NC, 28209

- **Plan Type:** 401(k)

- **Total Participants:** 610

- **Total Assets:** $72.6M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|610|$72.6M|$2.5M|$7.5M|

| 2023|487|$40.0M|$2.0M|$5.2M|

| 2022|495|$30.6M|$2.8M|$5.2M|

## 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|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$62,605|—|$62,605|

| MELISSA G. CRITCHER|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [MELISSA G. CRITCHER](https://planprovider.pro/provider/melissa-g-critcher-cpa-pc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $62,605

- **Estimated Expense Ratio:** 0.086% 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|$71,325|$796|—|—|—|

| 2023|$91,185|$86,610|—|—|—|

| 2022|$71,579|—|$69,854|—|$1,725|

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