# Penton Learning Systems, L.L.C. 401(k) Plan
Source: https://planprovider.pro/companies/penton-learning-systems-l-l-c-401k-plan

> Penton Learning Systems, L.L.C.'s 401(k) plan: 271 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Penton Learning Systems, L.L.C.

- **Sponsor EIN:** 133839754

- **Sponsor Address:** 535 FIFTH AVENUE, 8TH FLOOR, NEW YORK, NY, 100178011

- **Plan Type:** 401(k)

- **Total Participants:** 271

- **Total Assets:** $34.7M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **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|271|$34.7M|$447,358|$2.0M|

| 2023|256|$29.1M|$448,352|$2.0M|

| 2022|259|$23.1M|$370,287|$1.7M|

## 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|

| CBIZ CPAS PC|AUDITOR|$17,850|—|$17,850|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $17,850

- **Estimated Expense Ratio:** 0.051% 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|$19,645|—|—|$17,850|—|

| 2023|$18,385|—|—|$17,325|—|

| 2022|$17,945|—|$17,945|—|—|

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