Plan Ledger DOL Form 5500 · updated monthly

Simon & Schuster, LLC401(k)

SIMON & SCHUSTER 401(K) RETIREMENT PLAN · NEW YORK, NY · plan year 2024

Reported admin expense ratio · 2024
0.04%

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

Simon & Schuster, LLC reported $76,387 in plan administrative expenses for 2024: 0.04% of average plan assets, lower than ~75% of peers. Employer contributions averaged $4,482 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.

The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other information & media employers. By assets it is the 510th-largest of 5,648 plans among New York employers on file, and the 203rd of 2,199 in information & media. In 2024, employees put in $1.66 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$180,773,130
Participants with balances1,522
Active participants1,458
Employer contributions$6,535,200
Employee contributions$10,859,732
Employer contribution per active participant$4,482
Average account balance$118,773
Benefits paid to participants$11,968,005
Plan auditUnmodified (clean) audit opinion
AuditorPENSION ASSURANCE LLC
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$76,197
Investment management$190
Total administrative$76,387
The Simon & Schuster, LLC 401(k) match · 2024
Employer contribution per active participant$4,482
Median for plans this size$3,635

Simon & Schuster, LLC's 2024 employer contribution ran above the $3,635 median for plans its size. 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$76,197

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

Administrative cost history1
2024$76,387 · 0.04%
Same employer
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Reuters America LLC NY$234.7M · 0.02%
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W. W. Norton & Company, Inc. NY$187.1M · 0.02%
Shopify (USA), Inc. NY$175.7M · 0.11%
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Gerson Lehrman Group NY$167.6M · 0.07%

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Source: U.S. Department of Labor, Form 5500 series, EIN 131174569 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.