# Jostens, INC. 401(k) Plan
Source: https://planprovider.pro/companies/jostens-inc-401k-plan

> Jostens, INC.'s 401(k) plan: 2,082 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

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

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

- [BAKER TILLY US, LLP](https://planprovider.pro/provider/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|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/jostens-inc-401k-plan)

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