Simon & Schuster 401(k) match, vesting and fees
What Simon & Schuster's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Fidelity Investments Institutional | Schedule C ↗ |
| Independent auditor | Pension Assurance LLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 235 defined-contribution plans in information with 1,000 to 4,999 participants.
| Simon & Schuster: employer contribution per participant | $4,294 | |
| Peer median | $2,212 |
| Simon & Schuster: average balance | $118,773 | |
| Peer median | $99,173 |
| Simon & Schuster: admin expenses ÷ assets | 0.08% | |
| Peer median | 0.09% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets were $181M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 1,561 | $181M | $6.5M | $4,294 | 0.08% | Not published | Form 5500 ↗ |
Common questions
Does Simon & Schuster match 401(k) contributions?
The match terms for the Simon & Schuster 401(k) Retirement Plan have not been published from its filing yet. The plan year 2024 filing reports $6.5M in employer contributions, about $4,294 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Simon & Schuster 401(k) match vested?
The vesting schedule for the Simon & Schuster 401(k) Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Simon & Schuster 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Investments Institutional. The plan administrator is Simon & Schuster, LLC.
I left Simon & Schuster. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Simon & Schuster, LLC, (800) 223-2336) or the recordkeeper, Fidelity Investments Institutional. The Simon & Schuster old 401(k) page lists the contacts from every plan filing. Find an old Simon & Schuster 401(k)
Data from the public Form 5500 annual reports Simon & Schuster filed with the U.S. Department of Labor (plan years 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Simon & Schuster. Not financial advice. Report a correction · Methodology