Plan Snapshot
- Plan Sponsor: Transunion Intermediate Holdings, INC.
- Sponsor EIN: 743135689
- Sponsor Address: 555 WEST ADAMS STREET, CHICAGO, IL, 60661
- Plan Type: 401(k)
- Total Participants: 4,016
- Total Assets: $1.4B
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. |
|---|---|---|---|---|
| 2024 | 4,016 | $1.4B | $30.3M | $53.3M |
| 2023 | 5,011 | $1.3B | $28.0M | $58.3M |
| 2022 | 5,349 | $1.1B | $26.9M | $54.2M |
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 |
|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER AND S | RECORDKEEPER | $241,625 | — | $241,625 |
| MERCER | CONSULTANT | $73,260 | — | $73,260 |
| GRANT THORNTON | ACCOUNTANT | $28,350 | — | $28,350 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GRANT THORNTON — ACCOUNTANT
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $343,235
- Estimated Expense Ratio: 0.025% 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 | $694,762 | $73,260 | — | $28,350 | — |
| 2023 | $480,500 | $68,308 | — | $56,250 | — |
| 2022 | $415,261 | — | — | — | — |