Plan Snapshot
- Plan Sponsor: Graham Holdings Company
- Sponsor EIN: 530182885
- Sponsor Address: 1812 N MOORE ST, ARLINGTON, VA, 22209
- Plan Type: DB
- Total Participants: 6,579
- Total Assets: $3.0B
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 | 6,579 | $3.0B | $0 | $0 |
| 2023 | 5,483 | $3.0B | $0 | $0 |
| 2022 | 4,826 | $2.5B | $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 | NONE | $2,827,550 | — | $2,827,550 |
| ALSTON & BIRD | NONE | $519,771 | — | $519,771 |
| BANK OF NEW YORK MELLON | NONE | $282,970 | — | $282,970 |
| JOHNSON LAMBERT & CO. LLP | NONE | $81,600 | — | $81,600 |
| SEGAL MARCO ADVISORS | NONE | $40,000 | — | $40,000 |
| AGILIS PARTNERS | NONE | $23,000 | — | $23,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WILLIS TOWERS WATSON — NONE
- ALSTON & BIRD — NONE
- JOHNSON LAMBERT & CO. LLP — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $3,774,891
- Estimated Expense Ratio: 0.127% 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 | $5,022,454 | $40,000 | — | $81,600 | — |
| 2023 | $4,089,726 | $30,000 | — | $78,970 | — |
| 2022 | $3,541,356 | — | — | — | $3,541,356 |