Houghton Mifflin 401(K) Savings Plan — Form 5500 plan (Houghton Mifflin Harcourt Publishing Company)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Houghton Mifflin 401(K) Savings Plan is a benefit plan reported by Houghton Mifflin Harcourt Publishing Company under EIN 04-1456030 and plan number 003. The latest loaded filing year is 2023. The filing reports 4,502 participants and $583,176,578 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Houghton Mifflin Harcourt Publishing Company
- EIN
- 04-1456030
- Plan number
- 003
- Plan type
- 2
- Location
- Boston, MA
- Latest filing year
- 2023
- Participants
- 4,502
- End-of-year plan assets
- $583,176,578
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,502 | H, C | 20241014145841NAL0044987600002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $583,176,578
- Net assets (EOY)
- $583,176,578
- Net assets (BOY)
- $478,722,794
Income & contributions
- Employer contributions
- $7,053,464
- Participant contributions
- $23,630,168
- Total contributions
- $63,811,109
- Total income / additions
- $158,670,105
Expenses & distributions
- Benefits paid
- $53,740,202
- Administrative expenses
- $443,133
- Total expenses
- $54,216,321
- Net increase / (decrease)
- $104,453,784
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Inst. Ops. Co | RECORDKEEPER | $276,011 | $0 | 2023 |
| Nepc LLC | INVESTMENT ADVISOR | $128,123 | not reported in the loaded dataset | 2023 |
| Caron & Bletzer Pllc | AUDITOR | $27,895 | not reported in the loaded dataset | 2023 |
| Sullivan & Worcester | ATTORNEY | $8,954 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Houghton Mifflin Harcourt Publishing Company
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Boston, MA
- Fidelity Investments Inst. Ops. Co — Schedule C compensation
- Nepc LLC — Schedule C compensation
- Caron & Bletzer Pllc — Schedule C compensation
- Sullivan & Worcester — Schedule C compensation