Plan Snapshot
- Plan Sponsor: Davis Polk & Wardwell LLP
- Sponsor EIN: 135023295
- Sponsor Address: 450 LEXINGTON AVENUE, NEW YORK, NY, 10017
- Plan Type: 401(k)
- Plan Number: 008
- Total Participants: 0
- Total Assets: $176.1M
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 | 0 | $176.1M | $0 | $0 |
| 2023 | 0 | $153.4M | $0 | $0 |
| 2022 | 0 | $152.1M | $0 | $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 |
|---|---|---|---|---|
| MORGAN STANLEY DOMESTIC HOLDING,INC | Other Service Provider | $194,121 | — | $194,121 |
| NORTHERN TRUST COMPANY | Other Service Provider | $75,145 | — | $75,145 |
| ELLIOTT INTERNATIONAL LIMITED | Other Service Provider | $46,762 | — | $46,762 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $316,028
- Estimated Expense Ratio: 0.179% 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 | $309,132 | $20,584 | $194,121 | — | — |
| 2023 | $427,541 | $17,280 | $209,509 | — | — |
| 2022 | $531,375 | $182,976 | $287,948 | — | $10,229 |