Plan Snapshot
- Plan Sponsor: Fox Corporation
- Sponsor EIN: 832290306
- Sponsor Address: 1211 AVENUE OF THE AMERICAS, NEW YORK, NY, 100368706
- Plan Type: 401(k)
- Plan Number: 003
- Total Participants: 0
- Total Assets: $889.3M
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 | 0 | $889.3M | $0 | $0 |
| 2023 | 0 | $888.0M | $0 | $0 |
| 2022 | 0 | $796.0M | $0 | $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 |
|---|---|---|---|---|
| WELLINGTON TRUST | Other Service Provider | $342,400 | — | $342,400 |
| GRANTHAM, MAYO, VAN OTTERLOO | Other Service Provider | $247,287 | — | $247,287 |
| PRUDENTIAL TRUST COMPANY | Other Service Provider | $221,222 | — | $221,222 |
| JP MORGAN CHASE BANK, NA | Recordkeeper | $184,623 | — | $184,623 |
| NEWTON INVESTMENT MANAGEMENT | Other Service Provider | $104,895 | — | $104,895 |
| BLACKROCK INSTITUTIONAL TRUST CO | Other Service Provider | $59,785 | — | $59,785 |
| COVINGTON & BURLING LLP | Other Service Provider | $52,249 | — | $52,249 |
| ERNST & YOUNG LLP | Auditor | $7,980 | — | $7,980 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JP MORGAN CHASE BANK, NA — Recordkeeper
- ERNST & YOUNG LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,220,441
- Estimated Expense Ratio: 0.137% 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 | $1,220,456 | $975,605 | — | $7,980 | — |
| 2023 | $1,358,689 | $891,528 | — | $7,750 | — |
| 2022 | $1,229,931 | $962,376 | — | — | $267,555 |