Plan Snapshot
- Plan Sponsor: Ted Conferences, LLC
- Sponsor EIN: 050513254
- Sponsor Address: 330 HUDSON STREET, NEW YORK CITY, NY, 10013
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 336
- Total Assets: $36.8M
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. |
|---|---|---|---|---|
| 2025 | 336 | $36.8M | $0 | $0 |
| 2024 | 209 | $29.3M | $1.1M | $2.4M |
| 2023 | 196 | $24.7M | $0 | $2.5M |
| 2022 | 216 | $20.8M | $1.1M | $2.4M |
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 | $17,820 | — | $17,820 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $17,820
- Estimated Expense Ratio: 0.048% 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 |
|---|---|---|---|---|---|
| 2025 | $2,390,016 | — | — | — | — |
| 2024 | $15,634 | — | — | — | — |
| 2023 | $13,432 | — | — | — | — |
| 2022 | $13,300 | — | — | — | — |