# Carter Ledyard & Milburn LLP 401(k) Plan
Source: https://planprovider.pro/companies/carter-ledyard-milburn-llp-401k-plan

> Carter Ledyard & Milburn LLP's 401(k) plan: 115 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Carter Ledyard & Milburn LLP

- **Sponsor EIN:** 134986540

- **Sponsor Address:** 28 LIBERTY STREET, NEW YORK, NY, 10005

- **Plan Type:** 401(k)

- **Total Participants:** 115

- **Total Assets:** $99.7M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **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|115|$99.7M|$387,449|$1.1M|

| 2023|92|$84.6M|$1.7M|$1.2M|

| 2022|91|$69.1M|$1.5M|$990,134|

## 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|

| BRIDGE CPA PLLC|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|-$73,774|—|—|—|—|

| 2023|-$74,631|—|—|—|—|

| 2022|-$50,228|—|—|—|—|

## Similar Plans

- [Freshfields Us LLP](https://planprovider.pro/companies/freshfields-bruckhaus-deringer-us-l-l-p-plan) — 113 participants

- [Pryor Cashman LLP](https://planprovider.pro/companies/pryor-cashman-llp-401k-plan-006) — 113 participants

- [Holwell Shuster & Goldberg, LLP](https://planprovider.pro/companies/holwell-shuster-goldberg-llp-401k-plan) — 112 participants

- [Cellino Law, LLP](https://planprovider.pro/companies/cellino-law-llp-plan) — 118 participants

- [Weil, Gotshal & Manges LLP](https://planprovider.pro/companies/weil-gotshal-manges-llp-plan-014) — 119 participants

- [Legal Aid Society Of Rochester, INC.](https://planprovider.pro/companies/legal-aid-society-of-rochester-inc-401k-plan) — 119 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/carter-ledyard-milburn-llp-401k-plan)

© 2026 PlanProvider.Pro