# Stagwell Global LLC 401(k) Plan
Source: https://planprovider.pro/companies/stagwell-global-llc-401k-plan

> Stagwell Global LLC's 401(k) plan: 6,235 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Stagwell Global LLC

- **Sponsor EIN:** 871877859

- **Sponsor Address:** 1808 I STREET NW 6TH FLOOR, WASHINGTON, DC, 20006

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

- **Total Participants:** 6,235

- **Total Assets:** $678.0M

## 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:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|6,235|$678.0M|$14.0M|$50.3M|

| 2023|6,347|$594.7M|$17.1M|$51.8M|

## 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|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$1,383,333|$820|$1,384,153|

| MML INVESTORS SERVICES LLC|INVESTMENT ADVISORY|—|$632,344|$632,344|

| NATIONAL BENEFIT SERVICES|CONTRACT ADMINISTRATOR|$312,876|$267,185|$580,061|

| PENSION ASSURANCE LLP|ACCOUNTANT|—|$50,000|$50,000|

| PENSION ASSURANCE LLP|CONTRACT ADMINISTRATOR|$49,908|—|$49,908|

| ANDREWS HOOPER PAVLIK PLC|ACCOUNTANT|—|$17,130|$17,130|

| CBIZ CPAS PC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [MML INVESTORS SERVICES LLC](https://planprovider.pro/provider/mml-investors-services-llc) — INVESTMENT ADVISORY

- [PENSION ASSURANCE LLP](https://planprovider.pro/provider/pension-assurance-llp) — ACCOUNTANT

- [PENSION ASSURANCE LLP](https://planprovider.pro/provider/pension-assurance-llp) — CONTRACT ADMINISTRATOR

- [ANDREWS HOOPER PAVLIK PLC](https://planprovider.pro/provider/andrews-hooper-pavlik-plc) — ACCOUNTANT

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $2,713,596

- **Estimated Expense Ratio:** 0.400% 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|$1,746,117|—|$1,746,117|—|—|

| 2023|$1,945,555|$6,628|$1,753,025|$185,902|—|

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