# Houghton Mifflin Harcourt Publishing Company DB Plan
Source: https://planprovider.pro/companies/houghton-mifflin-harcourt-publishing-company-plan-001

> Houghton Mifflin Harcourt Publishing Company's DB plan: 195 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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.](https://planprovider.pro/provider/captrust) — NONE

- [CARON & BLETZER, PLLC](https://planprovider.pro/provider/caron-bletzer) — NONE

- [SULLIVAN & WORCHESTER LLP](https://planprovider.pro/provider/sullivan-and-worcester-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|—|—|—|

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