Plan Snapshot
- Plan Sponsor: Cahill Gordon & Reindel LLP
- Sponsor EIN: 135510029
- Sponsor Address: 32 OLD SLIP, NEW YORK, NY, 10005
- Plan Type: DB
- Plan Number: 001
- Total Participants: 58
- Total Assets: $28.0M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 58 | $28.0M | $1.1M | $0 |
| 2023 | 64 | $26.7M | $939,532 | $0 |
| 2022 | 71 | $26.8M | $541,361 | $0 |
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 |
|---|---|---|---|---|
| CITIBANK, N.A. | Other Service Provider | — | $103,651 | $103,651 |
| WESTERN ASSET CORE PLUS PORTFOLIOS | Other Service Provider | $29,030 | — | $29,030 |
| RELIANCE TRUST COMPANY | Recordkeeper | $24,550 | — | $24,550 |
| SAGE ADVISORY SERVICES, LTD CO. | Other Service Provider | $20,798 | — | $20,798 |
| BROWN ADVISORY, LLC | Other Service Provider | $11,512 | — | $11,512 |
| HARDING LOEVNER MANAGEMENT | Investment Advisor | $10,131 | — | $10,131 |
| HGK ASSET MANAGEMENT INC. | Other Service Provider | $9,131 | — | $9,131 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RELIANCE TRUST COMPANY — Recordkeeper
- HARDING LOEVNER MANAGEMENT — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $208,803
- Estimated Expense Ratio: 0.745% 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 | $211,947 | $211,947 | — | — | — |
| 2023 | $207,415 | $207,415 | — | — | — |
| 2022 | $208,798 | $208,798 | — | — | — |