# S&P Global, INC. 401(k) Plan
Source: https://planprovider.pro/companies/s-p-global-inc-401k-plan

> S&P Global, INC.'s 401(k) plan: 10,289 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

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

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

- [COOK STREET](https://planprovider.pro/provider/jp-morgan-asset-management) — CONSULTANT

- [ALIGHT SOLUTIONS LLC](https://planprovider.pro/provider/alight-solutions) — PLAN ADMINISTRATOR

- [WILLIS TOWERS WATSON](https://planprovider.pro/provider/lincoln-financial-group) — CONSULTANT

- [ERNST & YOUNG LLP](https://planprovider.pro/provider/ernst-and-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|—|—|—|—|—|

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

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