Plan Snapshot
- Plan Sponsor: Jostens, INC.
- Sponsor EIN: 410343440
- Sponsor Address: 7760 FRANCE AVENUE SOUTH SUITE 400, MINNEAPOLIS, MN, 55435
- Plan Type: 401(k)
- Total Participants: 2,082
- Total Assets: $136.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 2,082 | $136.3M | $4.6M | $10.2M |
| 2023 | 2,130 | $117.2M | $5.0M | $10.1M |
| 2022 | 2,185 | $95.0M | $4.6M | $9.8M |
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 | $147,923 | — | $147,923 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $25,734 | — | $25,734 |
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- STRATEGIC ADVISORS, INC. — ADVISOR
- BAKER TILLY US, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $173,657
- 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 | $173,527 | $25,734 | $600 | — | — |
| 2023 | $180,142 | $22,600 | — | — | — |
| 2022 | $173,251 | $20,347 | — | — | — |