Plan Ledger DOL Form 5500 · updated monthly

Bonnier LLC401(k)

BONNIER CORPORATION 401(K) RETIREMENT SAVINGS PLAN · WINTER PARK, FL · plan year 2023

Reported admin expense ratio · 2023
0.37%

Peer grade: C · admin costs + employer contributions vs same-size plans · how grading works

Bonnier LLC reported $104,564 in plan administrative expenses for 2023: 0.37% of average plan assets, above the peer median. Employer contributions averaged $0 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio rose from 0.37% to 0.42%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other information & media employers. By assets it is the 824th-largest of 3,644 plans among Florida employers on file, and the 790th of 2,199 in information & media. active participation has shrunk from 117 to 47 since 2022.

Plan summary
Net assets, end of year$29,559,084
Participants with balances336
Active participants47
Employer contributions$0
Employee contributions$819,717
Employer contribution per active participant$0
Average account balance$87,973
Benefits paid to participants$3,372,138
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$26.7M · 269 accts
2023$29.6M · 336 accts
2022$27.6M · 374 accts
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$41,042
Investment management$37,002
Audit (IQPA)$26,520
Total administrative$104,564
The Bonnier LLC 401(k) match · 2023
Employer contribution per active participant$0
Median for plans this size$2,440

Bonnier LLC's 2023 employer contribution ran below the $2,440 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20233
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$41,042
CREATIVE PLANNING LLC · Investment advisory (plan)$36,341
MAZARS USA LLP · Accounting / audit$26,520

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$118,436 · 0.42%
2023$104,564 · 0.37%
2022$118,627 · 0.37%
Similar plansInformation & Media · Florida
Lrp Publications, Inc. FL$32.0M · 0.01%
Wplg, Inc. FL$31.4M · 0.05%
Onsolve, LLC FL$31.0M · 0.52%
Digital United, LLC FL$20.5M · 0.14%
Palm Coast Data LLC FL$19.7M · 0.45%
Newsmax Media, Inc. FL$17.9M · 0.47%

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Source: U.S. Department of Labor, Form 5500 series, EIN 980522510 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.