Plan Snapshot
- Plan Sponsor: S&P Global INC.
- Sponsor EIN: 131026995
- Sponsor Address: 55 WATER STREET, NEW YORK, NY, 10041
- Plan Type: DB
- Total Participants: 1,042
- Total Assets: $1.2B
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 1,042 | $1.2B | $0 | $0 |
| 2023 | 1,136 | $1.2B | $0 | $0 |
| 2022 | 1,209 | $1.2B | $0 | $0 |
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 |
|---|---|---|---|---|
| NISA INVESTMENT ADVISORS L.L.C. | NONE | $913,917 | — | $913,917 |
| NORTHERN TRUST COMPANY | NONE | $870,830 | — | $870,830 |
| ALIGHT SOLUTIONS, LLC | NONE | $784,050 | — | $784,050 |
| PACIFIC INVESTMENT MANAGEMENT CO. | NONE | $659,500 | — | $659,500 |
| STW FIXED INCOME MANAGEMENT, LTD | NONE | $478,356 | — | $478,356 |
| TOWERS WATSON INVESTMENT SRVCS,INC. | NONE | $437,416 | — | $437,416 |
| NEPC, LLC | NONE | $100,815 | — | $100,815 |
| BLACKROCK | NONE | $32,609 | — | $32,609 |
| WELLINGTON TRUST COMPANY | NONE | $18,896 | — | $18,896 |
| ERNST & YOUNG LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ALIGHT SOLUTIONS, LLC — NONE
- NEPC, LLC — NONE
- ERNST & YOUNG LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $4,296,389
- Estimated Expense Ratio: 0.364% 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 | $6,437,000 | $2,103,000 | $538,000 | — | — |
| 2023 | $9,229,000 | $1,864,000 | $1,282,000 | — | — |
| 2022 | $6,255,000 | $2,152,000 | $698,000 | — | $1,016,000 |