Plan Snapshot
- Plan Sponsor: Clyde & Co Us LLP
- Sponsor EIN: 205083001
- Sponsor Address: 405 LEXINGTON AVENUE, NEW YORK, NY, 10174
- Plan Type: 401(k)
- Total Participants: 703
- Total Assets: $136.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 703 | $136.3M | $4.3M | $7.2M |
| 2023 | 561 | $114.5M | $4.0M | $6.2M |
| 2022 | 521 | $95.0M | $3.6M | $5.5M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $76,980 | — | $76,980 |
| CERITY PARTNERS | CONSULTANT | $46,500 | — | $46,500 |
| SICKICH USA CPA LLP | ACCOUNTANT/AUDITOR | $16,600 | — | $16,600 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $140,080
- Estimated Expense Ratio: 0.103% 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 | $128,611 | — | — | $16,600 | — |
| 2023 | $143,387 | — | — | $15,650 | — |
| 2022 | $155,849 | — | — | — | — |