Plan Snapshot
- Plan Sponsor: Ankura Consulting Group, LLC
- Sponsor EIN: 472435218
- Sponsor Address: 2000 K. STREET NW 12TH FLOOR, WASHINGTON, DC, 20006
- Plan Type: 401(k)
- Total Participants: 1,376
- Total Assets: $230.5M
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. |
|---|---|---|---|---|
| 2024 | 1,376 | $230.5M | $7.7M | $20.7M |
| 2023 | 1,439 | $193.1M | $6.8M | $20.2M |
| 2022 | 1,365 | $141.2M | $6.2M | $18.0M |
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 |
|---|---|---|---|---|
| COHNREZNICK LLP | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 |
|---|---|---|---|---|---|
| 2024 | $46,647 | $23,905 | — | — | — |
| 2023 | $37,775 | $16,870 | — | — | — |
| 2022 | $36,132 | — | — | — | — |