Plan Snapshot
- Plan Sponsor: Graham Holdings Company
- Sponsor EIN: 530182885
- Sponsor Address: 1812 N MOORE ST, ARLINGTON, VA, 22209
- Plan Type: Health & Welfare
- Plan Number: 530
- Total Participants: 4,212
- Total Assets: $6.1M
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 | 4,212 | $6.1M | $40.0M | $15.8M |
| 2023 | 4,203 | $6.8M | $37.5M | $15.0M |
| 2022 | 4,511 | $5.5M | $33.4M | $15.9M |
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 |
|---|---|---|---|---|
| JOHNSON LAMBERT LLP | Auditor | $56,256 | — | $56,256 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $56,256
- Estimated Expense Ratio: 0.916% 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 | $2,307,767 | — | $1,889,915 | $56,256 | — |
| 2023 | $2,465,926 | $5,336 | $2,044,143 | $53,083 | — |
| 2022 | $2,492,517 | $14,018 | $2,256,159 | — | $38,800 |