Plan Snapshot
- Plan Sponsor: Encyclopaedia Britannica INC
- Sponsor EIN: 362063569
- Sponsor Address: 325 NORTH LASALLE STREET, CHICAGO, IL, 60654
- Plan Type: DB
- Total Participants: 40
- Total Assets: $24.6M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 40 | $24.6M | $0 | $0 |
| 2023 | 45 | $28.1M | $3.6M | $0 |
| 2022 | 46 | $25.6M | $617,783 | $0 |
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 |
|---|---|---|---|---|
| NORTHERN TRUST | NONE | $103,642 | — | $103,642 |
| L&G | NONE | $11,866 | — | $11,866 |
| WEAVER AND TIDWELL, L.L.P. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WEAVER AND TIDWELL, L.L.P. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $115,508
- Estimated Expense Ratio: 0.469% 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 | $703,294 | — | — | — | — |
| 2023 | $879,966 | — | — | — | — |
| 2022 | $948,630 | — | — | — | — |