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: 537
- Total Participants: 0
- Total Assets: $167,831
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 | $167,831 | $0 | $1.1M |
| 2023 | 0 | $116,176 | $221,744 | $1.3M |
| 2022 | 0 | $119,768 | $123,543 | $1.5M |
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 | $703,169 | — | $703,169 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $703,169
- Estimated Expense Ratio: 418.974% 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 | $62,888 | — | $16,284 | $42,033 | — |
| 2023 | $71,262 | $97 | $29,234 | $41,202 | — |
| 2022 | $77,683 | $327 | $39,952 | — | $38,800 |