Rr Donnelley Savings Plan
Sponsored by R. R. Donnelley & Sons Company · EIN 361004130 · Plan #003
- Total assets
- $1.4B
- Net assets
- $1.4B
- Active participants
- 13,854
- With balances
- 17,540
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
| Curcio Webb Llc CRD 109066 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $510,736 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $370,177 |
| The Northern Trust Company | Investment management | $229,156 |
| Goldman Sachs Asset Management Lp | Accounting | $210,000 |
| R. R. Donnelley & Sons Company | Employee (plan sponsor) | $92,352 |
| Baker Tilly Us, Llp | Investment advisory (plan) | $37,925 |
| Curcio Webb Llc | Investment advisory (plan) | $10,000 |