# R. R. Donnelley & Sons Company 401(k) Plan
Source: https://planprovider.pro/companies/r-r-donnelley-sons-company-401k-plan

> R. R. Donnelley & Sons Company's 401(k) plan: 13,854 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** R. R. Donnelley & Sons Company

- **Sponsor EIN:** 361004130

- **Sponsor Address:** 35 W WACKER DR, CHICAGO, IL, 60601

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

- **Total Participants:** 13,854

- **Total Assets:** $1.4B

## 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|13,854|$1.4B|$9.2M|$64.0M|

| 2023|11,649|$1.2B|$8.3M|$56.8M|

| 2022|13,018|$1.1B|$2.6M|$53.0M|

## 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|$510,736|—|$510,736|

| STRATEGIC ADVISORS, INC.|ADVISOR|$370,177|—|$370,177|

| THE NORTHERN TRUST COMPANY|TRUSTEE|$229,156|—|$229,156|

| GOLDMAN SACHS ASSET MANAGEMENT LP|INVESTMENT ADVISOR|$210,000|—|$210,000|

| R. R. DONNELLEY & SONS COMPANY|PLAN SPONSOR|$92,352|—|$92,352|

| BAKER TILLY US, LLP|ACCOUNTANT/AUDITOR|$37,925|—|$37,925|

| CURCIO WEBB LLC|INVESTMENT ADVISOR|$10,000|—|$10,000|

### 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

- [GOLDMAN SACHS ASSET MANAGEMENT LP](https://planprovider.pro/provider/goldman-sachs) — INVESTMENT ADVISOR

- [BAKER TILLY US, LLP](https://planprovider.pro/provider/baker-tilly-us-llp) — ACCOUNTANT/AUDITOR

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $1,460,346

- **Estimated Expense Ratio:** 0.104% 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|$1,984,523|$757,407|$6,600|—|—|

| 2023|$2,528,986|$1,885,076|$1,500|$140,000|—|

| 2022|$2,218,465|$76,753|$747,101|—|$115,640|

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