Plan Snapshot
- Plan Sponsor: The San Diego Union-Tribune LLC
- Sponsor EIN: 264538894
- Sponsor Address: 5990 WASHINGTON STREET, DENVER, CO, 802161349
- Plan Type: DB
- Total Participants: 32
- Total Assets: $99.6M
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 | 32 | $99.6M | $5.3M | $0 |
| 2023 | 54 | $102.7M | $2.9M | $0 |
| 2022 | 82 | $95.5M | $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 |
|---|---|---|---|---|
| MILLIMAN INC | NONE | $152,059 | — | $152,059 |
| AON CONSULTING INC | NONE | $141,992 | — | $141,992 |
| CAMBRIDGE ASSOCIATES LLC | NONE | $135,000 | — | $135,000 |
| THE BANK OF NEW YORK MELLON | NONE | $91,344 | — | $91,344 |
| BAKER TILLY US, LLP | NONE | $32,025 | — | $32,025 |
| BCHR US ACQUISITIONS INC | NONE | $31,055 | — | $31,055 |
| FORD & HARRISON LLP | NONE | $24,829 | — | $24,829 |
| BAKER TILLY US, LP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MILLIMAN INC — NONE
- AON CONSULTING INC — NONE
- BAKER TILLY US, LP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $608,304
- Estimated Expense Ratio: 0.611% 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 | $2,932,714 | $72,218 | — | — | — |
| 2023 | $3,462,215 | $263,025 | — | $29,085 | — |
| 2022 | $2,783,964 | $330,234 | — | — | $248,248 |