Plan Snapshot
- Plan Sponsor: S&P Global, INC.
- Sponsor EIN: 131026995
- Sponsor Address: 55 WATER STREET, NEW YORK, NY, 10041
- Plan Type: 401(k)
- Total Participants: 10,289
- Total Assets: $5.7B
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 10,289 | $5.7B | $124.2M | $167.7M |
| 2023 | 10,615 | $5.2B | $125.0M | $166.8M |
| 2022 | 4,843 | $3.3B | $77.4M | $81.3M |
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 | $264,199 | — | $264,199 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $196,611 | — | $196,611 |
| COOK STREET | CONSULTANT | $85,050 | — | $85,050 |
| ALIGHT SOLUTIONS LLC | PLAN ADMINISTRATOR | $80,569 | — | $80,569 |
| WILLIS TOWERS WATSON | CONSULTANT | $51,667 | — | $51,667 |
| ERNST & YOUNG 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
- COOK STREET — CONSULTANT
- ALIGHT SOLUTIONS LLC — PLAN ADMINISTRATOR
- WILLIS TOWERS WATSON — CONSULTANT
- ERNST & YOUNG LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $678,096
- Estimated Expense Ratio: 0.012% 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 | — | — | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |