Plan Snapshot
- Plan Sponsor: Informa Usa, INC.
- Sponsor EIN: 042991330
- Sponsor Address: 1983 MARCUS AVENUE, LAKE SUCCESS, NY, 11042
- Plan Type: 401(k)
- Total Participants: 3,814
- Total Assets: $763.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 3,814 | $763.3M | $9.3M | $30.9M |
| 2023 | 3,374 | $658.4M | $7.9M | $25.8M |
| 2022 | 2,994 | $566.0M | $7.5M | $24.0M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $234,327 | — | $234,327 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $164,355 | — | $164,355 |
| CAPFINANCIAL PARTNERS LLC | INVESTMENT ADVISOR | $141,396 | — | $141,396 |
| ICE MILLER LLP | ATTORNEY/LEGAL | $56,791 | — | $56,791 |
| AAFCPAS INC | ACCOUNTANT/AUDITOR | $21,000 | — | $21,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- STRATEGIC ADVISORS, INC. — ADVISOR
- ICE MILLER LLP — ATTORNEY/LEGAL
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $617,869
- Estimated Expense Ratio: 0.081% 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 | $617,869 | $164,355 | — | $21,000 | — |
| 2023 | -$33,460 | $234,288 | $300 | $21,500 | — |
| 2022 | -$129,873 | $107,061 | — | — | — |