# Donnelley Financial, LLC 401(k) Plan
Source: https://planprovider.pro/companies/donnelley-financial-llc-401k-plan

> Donnelley Financial, LLC's 401(k) plan: 1,547 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Donnelley Financial, LLC

- **Sponsor EIN:** 132618477

- **Sponsor Address:** 391 STEEL WAY, LANCASTER, PA, 17601

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

- **Total Participants:** 1,547

- **Total Assets:** $509.3M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** Yes

- **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|1,547|$509.3M|$4.7M|$15.6M|

| 2023|1,577|$475.4M|$4.9M|$15.9M|

| 2022|1,747|$436.4M|$5.3M|$17.1M|

## 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|

| EMPOWER ANNUITY INSURANCE COMPANY O|NONE|$324,453|—|$324,453|

| EMPOWER ADVISORY GROUP, LLC|NONE|$132,982|—|$132,982|

| BAKER TILLY US, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [BAKER TILLY US, LLP](https://planprovider.pro/provider/baker-tilly-us-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $457,435

- **Estimated Expense Ratio:** 0.090% 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|$417,393|$111,229|—|—|—|

| 2023|$377,697|$97,913|—|-$104,805|—|

| 2022|$690,717|$6,671|—|—|$164,601|

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