Employers › RR Donnelley & Sons
Recordkeeping fees per participant · RR Donnelley Savings Plan · plan year 2024
$27.48
Higher than 37% of the 790 plans over $1B that report it.
= $481,955 / 17,540
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251015120829NAL0009132290001, received 2025-10-15
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251015120829NAL0009132290001, received 2025-10-15
Percentiles compare this plan with the Schedule H plans over $1B in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-10-15.
Administrative expenses excluding investment management, per participant
$69.96
Higher than 80% of the 1,045 plans over $1B that report it.
= $1,227,116 / 17,540
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251015120829NAL0009132290001, received 2025-10-15
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251015120829NAL0009132290001, received 2025-10-15
Administrative expenses per participant
$113.14
Higher than 76% of the 1,076 plans over $1B that report it.
= $1,984,523 / 17,540
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251015120829NAL0009132290001, received 2025-10-15
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251015120829NAL0009132290001, received 2025-10-15
Administrative expenses as a share of assets
0.141%
Higher than 95% of the 1,076 plans over $1B that report it.
= $1,984,523 / $1,409,880,896
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251015120829NAL0009132290001, received 2025-10-15
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251015120829NAL0009132290001, received 2025-10-15
Employer contributions per participant
$526
Higher than 1% of the 1,135 plans over $1B that report it.
= $9,232,910 / 17,540
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251015120829NAL0009132290001, received 2025-10-15
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251015120829NAL0009132290001, received 2025-10-15
Employer share of total contributions
4.8%
Higher than 1% of the 1,135 plans over $1B that report it.
= $9,232,910 / $193,343,988
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251015120829NAL0009132290001, received 2025-10-15
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251015120829NAL0009132290001, received 2025-10-15
Plan terms are described in RR Donnelley & Sons Co's SEC filings: Form 11-K filed 2015-06-29 and Form 10-K filed 2022-02-24. No term could be quoted from them with the required precision.
2E profit-sharing · 2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2T default investment (QDIA) · 3H controlled-group sponsor · 2K 401(m) arrangement · 2S pre-approved plan document · 2R participant brokerage window · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20251015120829NAL0009132290001, received 2025-10-15
| Field | Value | Source |
|---|---|---|
| Plan sponsor | R. R. DONNELLEY & SONS COMPANY | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20251015120829NAL0009132290001, received 2025-10-15 |
| Plan name | RR DONNELLEY SAVINGS PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20251015120829NAL0009132290001, received 2025-10-15 |
| Sponsor EIN / plan number | 36-1004130 / 003 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20251015120829NAL0009132290001, received 2025-10-15 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20251015120829NAL0009132290001, received 2025-10-15 |
| Sponsor location | CHICAGO, IL | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20251015120829NAL0009132290001, received 2025-10-15 |
| Industry (business code) | 323100, Manufacturing | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20251015120829NAL0009132290001, received 2025-10-15 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20251015120829NAL0009132290001, received 2025-10-15 |
| Filing received | 2025-10-15 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20251015120829NAL0009132290001, received 2025-10-15 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20251015120829NAL0009132290001, received 2025-10-15 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20251015120829NAL0009132290001, received 2025-10-15 |
| Participants, beginning of year | 16,775 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20251015120829NAL0009132290001, received 2025-10-15 |
| Active participants | 13,854 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20251015120829NAL0009132290001, received 2025-10-15 |
| Participants, end of year | 19,519 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20251015120829NAL0009132290001, received 2025-10-15 |
| Participants with an account balance | 17,540 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251015120829NAL0009132290001, received 2025-10-15 |
| Total assets, beginning of year | $1,193,051,784 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20251015120829NAL0009132290001, received 2025-10-15 |
| Total assets, end of year | $1,409,880,896 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251015120829NAL0009132290001, received 2025-10-15 |
| Net assets, end of year | $1,400,264,527 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20251015120829NAL0009132290001, received 2025-10-15 |
| Total income | $351,784,610 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20251015120829NAL0009132290001, received 2025-10-15 |
| Net income | $220,779,000 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20251015120829NAL0009132290001, received 2025-10-15 |
| Employer contributions | $9,232,910 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251015120829NAL0009132290001, received 2025-10-15 |
| Participant contributions | $63,996,799 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20251015120829NAL0009132290001, received 2025-10-15 |
| Other contributions (incl. rollovers) | $120,114,279 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20251015120829NAL0009132290001, received 2025-10-15 |
| Total contributions | $193,343,988 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251015120829NAL0009132290001, received 2025-10-15 |
| Benefit payments | $128,876,463 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20251015120829NAL0009132290001, received 2025-10-15 |
| Total expenses (incl. benefit payments) | $131,005,610 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20251015120829NAL0009132290001, received 2025-10-15 |
| Total administrative expenses | $1,984,523 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251015120829NAL0009132290001, received 2025-10-15 |
| Contract administrator fees | $6,600 | Schedule H, line 2i(2); CONTRACT_ADMIN_FEES_AMT pos 106; filing 20251015120829NAL0009132290001, received 2025-10-15 |
| Recordkeeping fees | $481,955 | Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251015120829NAL0009132290001, received 2025-10-15 |
| IQPA audit fees | $0 | Schedule H, line 2i(4); IQPA_AUDIT_FEES_AMT pos 161; filing 20251015120829NAL0009132290001, received 2025-10-15 |
| Investment advisory and management fees | $757,407 | Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20251015120829NAL0009132290001, received 2025-10-15 |
| Administrative expenses excluding investment management | $1,227,116 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251015120829NAL0009132290001, received 2025-10-15 |
| Held in master trusts | $0 | Schedule H, line 1c(11) col (b); INT_MASTER_TR_EOY_AMT pos 53; filing 20251015120829NAL0009132290001, received 2025-10-15 |
| Held in common/collective trusts | $852,092,104 | Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20251015120829NAL0009132290001, received 2025-10-15 |
| Held in mutual funds | $385,502,097 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20251015120829NAL0009132290001, received 2025-10-15 |
| Independent auditor | BAKER TILLY US LLP | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20251015120829NAL0009132290001, received 2025-10-15 |
Position = column in the DOL layout for form year 2024. Filing 20251015120829NAL0009132290001, received 2025-10-15.
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONALrecordkeeper | RECORDKEEPER | 37 Participant loan processing; 60 Sub-transfer agency fees; 64 Recordkeeping fees; 65 Account maintenance fees; 71 Securities brokerage commissions and fees | $510,736 | yes |
| STRATEGIC ADVISORS, INC. | ADVISOR | 27 Investment advisory (plan) | $370,177 | no |
| THE NORTHERN TRUST COMPANY | TRUSTEE | 28 Investment management | $229,156 | no |
| GOLDMAN SACHS ASSET MANAGEMENT LP | INVESTMENT ADVISOR | 10 Accounting (including auditing) | $210,000 | no |
| R. R. DONNELLEY & SONS COMPANY | PLAN SPONSOR | 35 Employee (plan sponsor) | $92,352 | no |
| BAKER TILLY US, LLP | ACCOUNTANT/AUDITOR | 27 Investment advisory (plan) | $37,925 | no |
| CURCIO WEBB LLC | INVESTMENT ADVISOR | 27 Investment advisory (plan) | $10,000 | no |
Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20251015120829NAL0009132290001, received 2025-10-15.
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $1,193,051,784 | $1,409,880,896 | 18.2% |
| Participants with a balance | 15,476 | 17,540 | 13.3% |
| Administrative expenses | $2,528,986 | $1,984,523 | -21.5% |
| Recordkeeping fees per participant | $34.08 | $27.48 | -19.4% |
| Employer contributions | $8,324,403 | $9,232,910 | 10.9% |
Prior filing 20241015145730NAL0030060273001, received 2024-10-15; the plan years are contiguous.
Sponsor name as filed: R. R. DONNELLEY & SONS COMPANY; SEC registrant: RR Donnelley & Sons Co (CIK 29669, matched by EIN).