Plan Snapshot
- Plan Sponsor: Experian, INC.
- Sponsor EIN: 311343192
- Sponsor Address: 475 ANTON BLVD, COSTA MESA, CA, 92626
- Plan Type: 401(k)
- Total Participants: 6,165
- Total Assets: $1.7B
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 | 6,165 | $1.7B | $34.0M | $73.3M |
| 2023 | 6,456 | $1.5B | $33.5M | $72.2M |
| 2022 | 6,541 | $1.2B | $31.4M | $65.4M |
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 | $313,361 | — | $313,361 |
| CONCURRENT INVESTMENT ADVISORS, LL | INVESTMENT ADVISOR | $70,000 | — | $70,000 |
| MARSH & MCLENNAN COMPANIES, INC | CONSULTANT | $34,483 | — | $34,483 |
| MOSS ADAMS | ACCOUNTANT/AUDITOR | $22,050 | — | $22,050 |
| BAKER TILLY US | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- MARSH & MCLENNAN COMPANIES, INC — CONSULTANT
- MOSS ADAMS — ACCOUNTANT/AUDITOR
- BAKER TILLY US — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $439,894
- Estimated Expense Ratio: 0.026% 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 | $442,083 | — | $2,700 | — | — |
| 2023 | $499,517 | $52,500 | $3,300 | $42,000 | — |
| 2022 | $399,804 | — | — | — | — |