Plan Snapshot
- Plan Sponsor: Ziff Davis, INC.
- Sponsor EIN: 471053457
- Sponsor Address: 360 PARK AVENUE SOUTH, NEW YORK, NY, 10011
- Plan Type: 401(k)
- Total Participants: 2,114
- Total Assets: $272.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 2,114 | $272.6M | $4.1M | $23.2M |
| 2023 | 2,140 | $221.3M | $3.9M | $21.9M |
| 2022 | 2,097 | $172.6M | $4.4M | $21.7M |
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 |
|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY LLC | INVESTMENT ADVISOR | $157,173 | — | $157,173 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $87,976 | — | $87,976 |
| RUBINBROWN LLP | ACCOUNTANT/AUDITOR | $30,000 | — | $30,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MORGAN STANLEY SMITH BARNEY LLC — INVESTMENT ADVISOR
- STRATEGIC ADVISORS, INC. — ADVISOR
- RUBINBROWN LLP — ACCOUNTANT/AUDITOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $275,149
- Estimated Expense Ratio: 0.101% 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 | $205,794 | $87,976 | $1,200 | $32,755 | — |
| 2023 | $237,180 | $215,998 | — | $91,350 | — |
| 2022 | $433,474 | $56,754 | — | — | — |