# Southern Newspapers, INC. 401(k) Plan
Source: https://planprovider.pro/companies/southern-newspapers-inc-741674526-501

> Southern Newspapers, INC.&#39;s 401(k) plan: 158 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|

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