Plan Snapshot
- Plan Sponsor: Houghton Mifflin Harcourt Publishing Company
- Sponsor EIN: 041456030
- Sponsor Address: 125 HIGH STREET, BOSTON, MA, 02110
- Plan Type: DB
- Total Participants: 195
- Total Assets: $112.1M
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 | 195 | $112.1M | $3.3M | $0 |
| 2023 | 206 | $114.8M | $2.4M | $0 |
| 2022 | 226 | $113.5M | $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 |
|---|---|---|---|---|
| MERCER INVESTMENTS LLC | FIDUCIARY | $308,083 | — | $308,083 |
| TELUS HEALTH (US) LTD. | NONE | $263,975 | — | $263,975 |
| MERCER (US) LLC | NONE | $94,270 | — | $94,270 |
| STATE STREET BANK AND TRUST COMPANY | NONE | $56,233 | — | $56,233 |
| PORTFOLIO EVALUATIONS, INC. | NONE | $25,000 | — | $25,000 |
| CARON & BLETZER, PLLC | NONE | $13,615 | — | $13,615 |
| SULLIVAN & WORCHESTER LLP | NONE | $8,352 | — | $8,352 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PORTFOLIO EVALUATIONS, INC. — NONE
- CARON & BLETZER, PLLC — NONE
- SULLIVAN & WORCHESTER LLP — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $769,528
- Estimated Expense Ratio: 0.686% 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 | $1,557,599 | $333,083 | $263,975 | $13,615 | — |
| 2023 | $1,886,850 | $444,525 | $209,979 | $20,125 | — |
| 2022 | $1,449,897 | $467,992 | — | — | — |