Plan Snapshot
- Plan Sponsor: Fox Corporation
- Sponsor EIN: 831825597
- Sponsor Address: 1211 AVENUE OF THE AMERICAS, NEW YORK, NY, 100368706
- Plan Type: DB
- Total Participants: 49
- Total Assets: $75.2M
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 | 49 | $75.2M | $0 | $0 |
| 2023 | 55 | $79.1M | $0 | $0 |
| 2022 | 65 | $76.4M | $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 |
|---|---|---|---|---|
| WILLIS TOWERS WATSON LLC | Recordkeeper | $66,570 | — | $66,570 |
| ERNST & YOUNG LLP | Auditor | $58,890 | — | $58,890 |
| SPIVAK LIPTON | Other Service Provider | $27,000 | — | $27,000 |
| JP MORGAN CHASE BANK, NA | Recordkeeper | $21,298 | — | $21,298 |
| ADMINISTRATIVE SERVICES ONLY | Other Service Provider | $18,000 | — | $18,000 |
| MERCER HUMAN RESOURCE CONSULTING | Other Service Provider | $17,970 | — | $17,970 |
| MOSS ADAMS LLP | Recordkeeper | $11,996 | — | $11,996 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WILLIS TOWERS WATSON LLC — Recordkeeper
- ERNST & YOUNG LLP — Auditor
- JP MORGAN CHASE BANK, NA — Recordkeeper
- MOSS ADAMS LLP — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $221,724
- Estimated Expense Ratio: 0.295% 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 | $262,705 | — | — | $70,886 | — |
| 2023 | $200,612 | — | — | $61,750 | — |
| 2022 | $197,149 | — | — | — | $162,917 |