Plan Snapshot
- Plan Sponsor: Dechert LLP
- Sponsor EIN: 231425587
- Sponsor Address: 2929 ARCH STREET, PHILADELPHIA, PA, 19104
- Plan Type: 401(k)
- Total Participants: 1,286
- Total Assets: $442.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- 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 | 1,286 | $442.2M | $644,958 | $20.6M |
| 2023 | 1,269 | $387.0M | $733,611 | $20.3M |
| 2022 | 1,321 | $324.9M | $632,644 | $18.3M |
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 | $104,841 | — | $104,841 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $19,950 | — | $19,950 |
| TORRILLO & ASSOCIATES, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- STRATEGIC ADVISORS, INC. — ADVISOR
- TORRILLO & ASSOCIATES, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $124,791
- Estimated Expense Ratio: 0.028% 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 | $124,791 | $19,950 | — | — | — |
| 2023 | $202,384 | $19,547 | — | — | — |
| 2022 | $193,530 | $16,746 | — | — | — |