Plan Snapshot
- Plan Sponsor: Cadwalader, Wickersham & Taft LLP
- Sponsor EIN: 134980350
- Sponsor Address: 200 LIBERTY STREET, NEW YORK, NY, 10281
- Plan Type: 401(k)
- Total Participants: 625
- Total Assets: $516.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 625 | $516.9M | $7.3M | $11.4M |
| 2023 | 633 | $479.7M | $7.0M | $10.9M |
| 2022 | 641 | $456.0M | $6.5M | $10.5M |
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 |
|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | NONE | $42,168 | — | $42,168 |
| SAGEVIEW ADVISORY | NONE | $33,000 | — | $33,000 |
| EISNERAMPER LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STRATEGIC ADVISORS, INC. — NONE
- SAGEVIEW ADVISORY — NONE
- EISNERAMPER LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $75,168
- Estimated Expense Ratio: 0.015% 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 | $130,651 | $42,168 | — | — | — |
| 2023 | $85,921 | $35,910 | — | — | — |
| 2022 | $147,810 | — | — | — | $147,810 |