# Informa Usa, INC. 401(k) Plan
Source: https://planprovider.pro/companies/informa-usa-inc-401k-plan

> Informa Usa, INC.'s 401(k) plan: 3,814 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [ICE MILLER LLP](https://planprovider.pro/provider/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|—|—|—|

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