Plan Snapshot
- Plan Sponsor: Graham Holdings Company
- Sponsor EIN: 530182885
- Sponsor Address: 1812 N MOORE ST, ARLINGTON, VA, 22209
- Plan Type: 401(k)
- Plan Number: 534
- Total Participants: 0
- Total Assets: $6.3M
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 | $6.3M | $0 | $0 |
| 2023 | 0 | $6.9M | $0 | $0 |
| 2022 | 0 | $12.5M | $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 |
|---|---|---|---|---|
| AETNA, INC. | Other Service Provider | $2,829,829 | — | $2,829,829 |
| QUARTZ HEALTH BENEFIT PLANS CORP | Other Service Provider | $1,139,060 | — | $1,139,060 |
| AON CONSULTING | Recordkeeper | $290,514 | — | $290,514 |
| CVS HEALTH | Other Service Provider | $87,541 | — | $87,541 |
| JOHNSON LAMBERT LLP | Auditor | $84,000 | — | $84,000 |
| WEST HEALTH ADVOCATE SOLUTIONS INC | Other Service Provider | $79,903 | — | $79,903 |
| INSPIRA FINANCIAL HEALTH INC | Other Service Provider | $56,840 | — | $56,840 |
| ALSTON & BIRD LLC | ERISA Attorney | $32,621 | — | $32,621 |
| PARTNERCOMM INC | Other Service Provider | $24,038 | — | $24,038 |
| ALIGHT SOLUTIONS LLC | Recordkeeper | $14,289 | — | $14,289 |
| BNY MELLON ASSET SERVICING | Other Service Provider | $11,112 | — | $11,112 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- AON CONSULTING — Recordkeeper
- JOHNSON LAMBERT LLP — Auditor
- ALSTON & BIRD LLC — ERISA Attorney
- ALIGHT SOLUTIONS LLC — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $4,649,747
- Estimated Expense Ratio: 73.701% 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 | — | — | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |