# U.S News &amp; World Report, L.P. 401(k) Plan
Source: https://planprovider.pro/companies/u-s-news-world-report-l-p-521399776-510

> U.S News &amp; World Report, L.P.&#39;s 401(k) plan: 256 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 - 7TH FLOOR, NEW YORK, NY, 10011

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

- **Plan Number:** 510

- **Total Participants:** 256

- **Total Assets:** $0

## 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|256|$0|$0|$0|

| 2023|420|$0|$0|$0|

| 2022|320|$0|$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|

| OPTUMRX INC|Other Service Provider|$8,088,224|—|$8,088,224|

| AETNA LIFE INSURANCE|Recordkeeper|$380,632|—|$380,632|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $8,468,856

### 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|—|—|—|—|—|

| 2023|—|—|—|—|—|

| 2022|—|—|—|—|—|

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