Plan Snapshot
- Plan Sponsor: Deloitte LLP
- Sponsor EIN: 276445994
- Sponsor Address: 30 ROCKEFELLER PLAZA, NEW YORK, NY, 10112
- Plan Type: 401(k)
- Plan Number: 005
- Total Participants: 0
- Total Assets: $9.4B
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 | $9.4B | $0 | $0 |
| 2023 | 0 | $8.6B | $0 | $0 |
| 2022 | 0 | $8.0B | $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 |
|---|---|---|---|---|
| STRATEGIC INVESTMENT GROUP | Investment Advisor | $4,428,177 | — | $4,428,177 |
| GOLDMAN SACHS ASSET MGT | Investment Advisor | $3,054,651 | — | $3,054,651 |
| CONDUENT RECORDKEEP SVCS | Recordkeeper | $2,969,055 | — | $2,969,055 |
| JP MORGAN CHASE BANK, NA | Custodian / Trustee | $1,532,540 | — | $1,532,540 |
| PIMCO | Investment Advisor | $1,229,591 | — | $1,229,591 |
| WELLINGTON TRUST COMPANY, NA | Other Service Provider | $574,707 | $358,297 | $933,004 |
| NISA INVESTMENT ADVISORS | Investment Advisor | $301,172 | — | $301,172 |
| NINETY ONE NORTH AMERICA | Investment Advisor | $201,701 | — | $201,701 |
| LGIMA | Investment Advisor | $142,752 | — | $142,752 |
| DILIGENT | Investment Advisor | $27,379 | — | $27,379 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JP MORGAN CHASE BANK, NA — Custodian / Trustee
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $14,820,022
- Estimated Expense Ratio: 0.158% 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 | $32,035,654 | $10,791,180 | — | — | — |
| 2023 | $34,873,459 | $9,138,957 | — | — | — |
| 2022 | $42,235,997 | $13,541,513 | — | — | $8,179 |