# Fourth Edition INC. DB Plan
Source: https://planprovider.pro/companies/fourth-edition-inc-plan

> Fourth Edition INC.'s DB plan: 2 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Fourth Edition INC.

- **Sponsor EIN:** 221734198

- **Sponsor Address:** PO BOX 1709, ENGLEWOOD CLIFFS, NJ, 07632

- **Plan Type:** DB

- **Total Participants:** 2

- **Total Assets:** $32.3M

## 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|2|$32.3M|$0|$0|

| 2023|2|$44.2M|$3.9M|$0|

| 2022|2|$42.1M|$3.9M|$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|

| JOHN HANCOCK RETIREMENT|RETAINED BY EMPLOYER|$121,254|—|$121,254|

| SLC MANAGEMENT|RETAINED BY EMPLOYER|$54,553|—|$54,553|

| CAPTRUST FINANCIAL ADVISORS LLC|RETAINED BY EMPLOYER|$33,700|—|$33,700|

| ROSENBERG RICH BAKER BERMAN, P.A.|RETAINED BY EMPLOYER|$18,000|—|$18,000|

| THE BANK OF NEW YORK MELLON|RETAINED BY EMPLOYER|$14,088|—|$14,088|

### Verified Provider Profiles

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

- [JOHN HANCOCK RETIREMENT](https://planprovider.pro/provider/john-hancock) — RETAINED BY EMPLOYER

- [CAPTRUST FINANCIAL ADVISORS LLC](https://planprovider.pro/provider/captrust) — RETAINED BY EMPLOYER

- [ROSENBERG RICH BAKER BERMAN, P.A.](https://planprovider.pro/provider/rosenberg-rich-baker-berman-pa) — RETAINED BY EMPLOYER

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $241,595

- **Estimated Expense Ratio:** 0.748% 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|$512,107|$88,253|$121,254|$18,000|—|

| 2023|$826,904|$126,477|$181,268|$26,000|—|

| 2022|$774,430|$95,756|$212,098|—|$19,095|

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