Plan Snapshot
- Plan Sponsor: The Hearst Corporation
- Sponsor EIN: 130433120
- Sponsor Address: 3540 TORINGDON WAY, CHARLOTTE, NC, 28277
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 0
- Total Assets: $2.9B
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 | 0 | $2.9B | $0 | $0 |
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 |
|---|---|---|---|---|
| FULLER & THALER ASSET MANAGEMENT | Other Service Provider | $858,149 | — | $858,149 |
| STATE STREET BANK AND TRUST | Other Service Provider | $714,336 | — | $714,336 |
| CHAMPLAIN INVEST PARTNERS, LLC | Other Service Provider | $693,585 | — | $693,585 |
| JPMORGAN CHASE BANK | Recordkeeper | $493,555 | — | $493,555 |
| LOOMIS SAYLES & COMPANY, LP | Other Service Provider | $476,361 | — | $476,361 |
| NEUBERGER BERMAN INVESTMENT | Other Service Provider | $472,352 | — | $472,352 |
| THE BANK OF NEW YORK MELLON | Other Service Provider | $391,412 | — | $391,412 |
| DSM CAPITAL PARTNERS, LLC | Other Service Provider | $381,558 | — | $381,558 |
| MFS INSTITUTIONAL ADVISORS, INC. | Other Service Provider | $332,379 | — | $332,379 |
| POLEN CAPITAL MANAGEMENT, LLC | Other Service Provider | $324,418 | — | $324,418 |
| WELLINGTON MANAGEMENT COMPANY | Other Service Provider | $297,904 | — | $297,904 |
| THE NORTHERN TRUST COMPANY | Other Service Provider | $166,306 | — | $166,306 |
| UBS GLOBAL ASSET MGMT | Other Service Provider | $154,499 | — | $154,499 |
| BLACKROCK INSTITUTIONAL TRUST CO | Other Service Provider | $47,298 | — | $47,298 |
| DELOITTE & TOUCHE, LLP | Auditor | $32,047 | — | $32,047 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JPMORGAN CHASE BANK — Recordkeeper
- DELOITTE & TOUCHE, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $5,836,159
- Estimated Expense Ratio: 0.205% 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 | $5,156,316 | $4,736,336 | — | $32,047 | — |