# U.S. News & World Report, L.P. 401(k) Plan
Source: https://planprovider.pro/companies/u-s-news-world-report-l-p-401k-plan

> U.S. News & World Report, L.P.'s 401(k) plan: 431 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** U.S. News & World Report, L.P.

- **Sponsor EIN:** 521399776

- **Sponsor Address:** 120 FIFTH AVENUE, NEW YORK, NY, 10011

- **Plan Type:** 401(k)

- **Total Participants:** 431

- **Total Assets:** $80.8M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** Yes

- **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|431|$80.8M|$898,501|$4.4M|

| 2023|424|$66.8M|$991,375|$4.0M|

| 2022|415|$56.4M|$755,244|$3.2M|

## 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|

| ONE DIGITAL|CONSULTANT|$34,336|—|$34,336|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$27,101|—|$27,101|

| FORVIS MAZARS, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [ONE DIGITAL](https://planprovider.pro/provider/ameritas-retirement-plans) — CONSULTANT

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [FORVIS MAZARS, LLP](https://planprovider.pro/provider/forvis-mazars-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $61,437

- **Estimated Expense Ratio:** 0.076% 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|$61,437|—|—|—|—|

| 2023|$56,778|—|—|—|—|

| 2022|$64,526|—|—|—|—|

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