# Scholastic Corporation 401(k) Plan
Source: https://planprovider.pro/companies/scholastic-corporation-401k-plan

> Scholastic Corporation's 401(k) plan: 5,007 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Scholastic Corporation

- **Sponsor EIN:** 133385513

- **Sponsor Address:** 557 BROADWAY, NEW YORK, NY, 10012

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

- **Total Participants:** 5,007

- **Total Assets:** $626.6M

## 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|5,007|$626.6M|$7.8M|$26.9M|

| 2023|4,982|$568.6M|$8.1M|$26.9M|

| 2022|5,156|$496.8M|$7.2M|$24.3M|

## 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|$351,193|—|$351,193|

| CAPFINANCIAL PARTNERS, LLC.|INVESTMENT ADVISOR|$69,226|—|$69,226|

| 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

- [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:** $420,419

- **Estimated Expense Ratio:** 0.067% 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|$420,419|$69,226|—|—|—|

| 2023|$420,728|—|—|—|—|

| 2022|$492,063|—|—|—|—|

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