Plan Snapshot
- Plan Sponsor: Allen Overy Shearman Sterling Us LLP
- Sponsor EIN: 135514352
- Sponsor Address: 599 LEXINGTON AVENUE, NEW YORK, NY, 10022
- Plan Type: 401(k)
- Plan Number: 004
- Total Participants: 0
- Total Assets: $0
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. |
|---|---|---|---|---|
| 2025 | 0 | $0 | $0 | $0 |
| 2024 | 405 | $131.6M | $5.9M | $4.9M |
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 | $207,821 | — | $207,821 |
| EISNER AMPER LLP | Auditor | $33,280 | — | $33,280 |
| FIDELITY INVESTMENTS INSTITUTIONAL | Recordkeeper | $16,313 | — | $16,313 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- EISNER AMPER LLP — Auditor
- FIDELITY INVESTMENTS INSTITUTIONAL — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $257,414
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 |
|---|---|---|---|---|---|
| 2025 | $25,464,647 | — | — | — | — |
| 2024 | $257,414 | — | — | $33,280 | — |