Plan Snapshot
- Plan Sponsor: Southern Newspapers, INC.
- Sponsor EIN: 741674526
- Sponsor Address: 5701 WOODWAY, SUITE 131, HOUSTON, TX, 77057
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 158
- Total Assets: $197,667
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 | 158 | $197,667 | $2.4M | $838,625 |
| 2023 | 172 | $194,078 | $1.4M | $938,256 |
| 2022 | 189 | $165,887 | $2.1M | $1.1M |
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 |
|---|---|---|---|---|
| UNITED HEALTHCARE SERVICES, INC. | Other Service Provider | $34,558 | — | $34,558 |
| EMPLOYERS DIRECT HEALTH, INC. | Recordkeeper | $21,063 | — | $21,063 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $55,621
- Estimated Expense Ratio: 28.139% 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 | $63,352 | — | $63,352 | — | — |
| 2023 | $66,704 | — | $66,704 | — | — |
| 2022 | $88,691 | — | $88,691 | — | — |