# Allen & Overy LLP 401(k) Plan
Source: https://planprovider.pro/companies/allen-overy-llp-401k-plan

> Allen & Overy LLP's 401(k) plan: 382 participants, plan year 2023 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2023.

## Plan Snapshot

- **Plan Sponsor:** Allen & Overy LLP

- **Sponsor EIN:** 133302093

- **Sponsor Address:** 1221 AVENUE OF THE AMERICAS, NEW YORK, NY, 10020

- **Plan Type:** 401(k)

- **Total Participants:** 382

- **Total Assets:** $111.0M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2023|382|$111.0M|$5.8M|$4.5M|

| 2022|314|$96.4M|$5.3M|$3.7M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| MERRILL LYNCH|INVESTMENT ADVISOR|$210,552|—|$210,552|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$25,342|—|$25,342|

| EISNER AMPER LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [MERRILL LYNCH](https://planprovider.pro/provider/merrill-lynch) — INVESTMENT ADVISOR

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [EISNER AMPER LLP](https://planprovider.pro/provider/eisneramper-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $235,894

- **Estimated Expense Ratio:** 0.213% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2023|$117,947|$105,276|$1,200|—|—|

| 2022|$186,227|—|—|—|—|

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