Plan Snapshot
- Plan Sponsor: Farm Journal, INC.
- Sponsor EIN: 230569850
- Sponsor Address: 125 SOUTHWEST BLVD, KANSAS CITY, MO, 64108
- Plan Type: 401(k)
- Plan Number: 003
- Total Participants: 347
- Total Assets: $32.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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. |
|---|---|---|---|---|
| 2025 | 347 | $32.9M | $0 | $0 |
| 2024 | 260 | $29.4M | $360,132 | $2.1M |
| 2023 | 214 | $25.2M | $335,844 | $2.0M |
| 2022 | 203 | $21.5M | $308,917 | $1.8M |
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 |
|---|---|---|---|---|
| STRATEGIC ADVISERS LLC | Investment Advisor | $9,693 | — | $9,693 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $9,693
- Estimated Expense Ratio: 0.029% 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 |
|---|---|---|---|---|---|
| 2025 | $4,176,907 | $9,693 | — | — | — |
| 2024 | $8,947 | $7,189 | — | — | — |
| 2023 | $9,359 | $7,203 | — | — | — |
| 2022 | $8,265 | $6,277 | — | — | — |