Plan Snapshot
- Plan Sponsor: The Ogden Newspapers, INC
- Sponsor EIN: 550776319
- Sponsor Address: 1500 MAIN STREET, WHEELING, WV, 26003
- Plan Type: 401(k)
- Total Participants: 887
- Total Assets: $114.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 887 | $114.9M | $344,964 | $3.0M |
| 2023 | 955 | $109.4M | $355,690 | $3.1M |
| 2022 | 1,694 | $99.5M | $0 | $2.9M |
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 |
|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | NONE | $117,516 | — | $117,516 |
| CREATIVE PLANNING | NONE | $14,400 | — | $14,400 |
| MESIROW FINANCIAL INC | NONE | $14,400 | — | $14,400 |
| SCHNEIDER DOWN & CO, INC | NONE | $7,000 | — | $7,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- THE VANGUARD GROUP, INC. — NONE
- CREATIVE PLANNING — NONE
- MESIROW FINANCIAL INC — NONE
- SCHNEIDER DOWN & CO, INC — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $153,316
- Estimated Expense Ratio: 0.133% 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 | $150,294 | — | — | — | — |
| 2023 | $171,314 | — | — | — | — |
| 2022 | $167,923 | — | — | — | — |