Plan Snapshot
- Plan Sponsor: Arnold & Porter Kaye Scholer LLP
- Sponsor EIN: 530208605
- Sponsor Address: 601 MASSACHUSETTS AVE., N.W., WASHINGTON, DC, 200013743
- Plan Type: 401(k)
- Total Participants: 1,788
- Total Assets: $1.6B
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 1,788 | $1.6B | $23.1M | $30.3M |
| 2023 | 1,805 | $1.3B | $21.4M | $28.5M |
| 2022 | 1,768 | $1.1B | $19.6M | $25.0M |
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 |
|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | Recordkeeper | $108,445 | — | $108,445 |
| CHEVY CHASE TRUST COMPANY | Other Service Provider | $87,840 | — | $87,840 |
| FRONTIER ASSET MANAGEMENT | Other Service Provider | $50,892 | — | $50,892 |
| ROBERT W BAIRD & CO | Other Service Provider | $43,520 | — | $43,520 |
| LMCG INVESTMENTS LLC | Other Service Provider | $30,147 | — | $30,147 |
| MIRACLE MILE ADVISORS LLC | Other Service Provider | $26,259 | — | $26,259 |
| INVICTUS PRIVATE WEALTH LLC | Other Service Provider | $24,502 | — | $24,502 |
| ASPIRIANT LLC | Other Service Provider | $23,811 | — | $23,811 |
| TRUEPOINT INC | Other Service Provider | $23,513 | — | $23,513 |
| CRANBROOK WEALTH MANAGEMENT | Other Service Provider | $22,549 | — | $22,549 |
| MANNING & NAPIER ADVISORS LLC | Other Service Provider | $21,433 | — | $21,433 |
| MCLEAN ASSET MANAGEMENT CORPOR | Other Service Provider | $20,048 | — | $20,048 |
| MANNING & NAPIER GROUP LLC | Recordkeeper | $18,218 | — | $18,218 |
| OSAIC ADVISORY SERVICES LLC | Other Service Provider | $16,220 | — | $16,220 |
| HIGHTOWER ADVISORS LLC | Other Service Provider | $15,630 | — | $15,630 |
| SAX WEALTH ADVISORS LLC | Other Service Provider | $13,515 | — | $13,515 |
| SAGE RUTTY & CO INC | Investment Advisor | $11,972 | — | $11,972 |
| CHARLES SCHWAB & CO., INC. | Recordkeeper | $10,765 | — | $10,765 |
| CAPLAN FINANCIAL GROUP LLC | Other Service Provider | $7,531 | — | $7,531 |
| EVERMAY WEALTH MANAGEMENT LLC | Other Service Provider | $6,971 | — | $6,971 |
| HEMINGTON WEALTH MANAGEMENT LL | Other Service Provider | $6,859 | — | $6,859 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SCHWAB RETIREMENT PLAN SERVICES,INC — Recordkeeper
- MANNING & NAPIER GROUP LLC — Recordkeeper
- SAGE RUTTY & CO INC — Investment Advisor
- CHARLES SCHWAB & CO., INC. — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $590,640
- Estimated Expense Ratio: 0.037% 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 |
|---|---|---|---|---|---|
| 2024 | $589,288 | $528,706 | — | — | — |
| 2023 | $531,983 | $473,483 | — | — | — |
| 2022 | $601,930 | $470,209 | — | — | — |