Plan Snapshot
- Plan Sponsor: Clifford Chance Us LLP
- Sponsor EIN: 135553664
- Sponsor Address: 2 MANHATTAN WEST, NEW YORK, NY, 10011
- Plan Type: DC
- Total Participants: 319
- Total Assets: $78.3M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 319 | $78.3M | $0 | $5.0M |
| 2023 | 267 | $63.3M | $0 | $4.3M |
| 2022 | 264 | $47.9M | $0 | $3.6M |
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 |
|---|---|---|---|---|
| FIDELITY INV INS OPS CO LLC | RECORDKEEPER | $27,302 | — | $27,302 |
| CROWE LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INV INS OPS CO LLC — RECORDKEEPER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $27,302
- Estimated Expense Ratio: 0.035% 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 | $27,302 | — | — | — | — |
| 2023 | $28,811 | — | — | — | — |
| 2022 | $29,909 | — | $26,727 | — | — |