Plan Snapshot
- Plan Sponsor: Young & Rubicam LLC
- Sponsor EIN: 131493710
- Sponsor Address: 3 WORLD TRADE CENTER, NEW YORK, NY, 10007
- Plan Type: DB
- Total Participants: 434
- Total Assets: $60.6M
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 | 434 | $60.6M | $0 | $0 |
| 2023 | 440 | $64.8M | $0 | $0 |
| 2022 | 473 | $28.4M | $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 |
|---|---|---|---|---|
| MERCER (US) LLC | NONE | $442,624 | — | $442,624 |
| JPMORGAN CHASE BANK, N.A. | NONE | $126,576 | $4,253 | $130,829 |
| BLACKROCK INSTITUTIONAL TRUST CO | NONE | $114,686 | — | $114,686 |
| PKF O'CONNOR DAVIES, LLP | NONE | $25,000 | — | $25,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JPMORGAN CHASE BANK, N.A. — NONE
- PKF O'CONNOR DAVIES, LLP — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $713,139
- Estimated Expense Ratio: 1.177% 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 | $924,117 | $114,686 | — | $25,000 | — |
| 2023 | $1,333,539 | $216,350 | — | $24,500 | — |
| 2022 | $276,563 | — | — | — | $182,513 |