Plan Snapshot
- Plan Sponsor: Deloitte LLP
- Sponsor EIN: 135133500
- Sponsor Address: 30 ROCKEFELLER PLAZA, NEW YORK, NY, 10112
- Plan Type: DC
- Total Participants: 7,130
- Total Assets: $12.4B
Key Plan Design Features
- Auto-Enrollment: No
- 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. |
|---|---|---|---|---|
| 2025 | 7,130 | $12.4B | $0 | $0 |
| 2024 | 7,012 | $11.2B | $0 | $0 |
| 2023 | 6,744 | $9.5B | $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 |
|---|---|---|---|---|
| LBMC, PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LBMC, PC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 |
|---|---|---|---|---|---|
| 2025 | $2,623,934 | $2,430,774 | $15,125 | — | — |
| 2024 | $2,404,358 | $2,209,188 | $14,450 | — | — |
| 2023 | $2,061,295 | $1,819,870 | $223,026 | — | $18,200 |