Plan Snapshot
- Plan Sponsor: Dentons Us LLP
- Sponsor EIN: 361796730
- Sponsor Address: 233 S WACKER DRIVE, CHICAGO, IL, 606066361
- Plan Type: 401(k)
- Total Participants: 1,434
- Total Assets: $998.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 1,434 | $998.8M | $19.6M | $20.7M |
| 2023 | 1,435 | $907.2M | $18.3M | $20.4M |
| 2022 | 1,485 | $783.9M | $18.2M | $19.7M |
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 |
|---|---|---|---|---|
| CURI RMB CAPITAL LLC | NONE | $244,600 | — | $244,600 |
| SCHWAB RETIREMENT PLAN SERVICES INC | NONE | $130,040 | — | $130,040 |
| WILLIAM BLAIR INVESTMENT MGMT | NONE | $113,419 | — | $113,419 |
| CAPFINANCIAL PARTNERS LLC | NONE | $106,250 | — | $106,250 |
| ATLANTIC PRIVATE WEALTH LLC | NONE | $43,731 | — | $43,731 |
| CORIENT PRIVATE WEALTH LLC | NONE | $43,018 | — | $43,018 |
| AT INVESTMENT ADVISERS INC | NONE | $30,328 | — | $30,328 |
| WILMINGTON TRUST FSB | NONE | $23,785 | — | $23,785 |
| CHARLES SCHWAB & CO., INC. | NONE | $21,374 | $757 | $22,131 |
| GRANT THORNTON LLP | NONE | $21,000 | — | $21,000 |
| KOVITZ INVESTMENT GROUP PARTNE | NONE | $15,938 | — | $15,938 |
| HORIZON CAPITAL MANAGEMENT LLC | NONE | $13,298 | — | $13,298 |
| EDGEMOOR INVESTMENT ADVISORS I | NONE | $13,005 | — | $13,005 |
| MONETA GROUP INVESTMENT ADVISO | NONE | $12,768 | — | $12,768 |
| ONE CAPITAL MANAGEMENT LLC | NONE | $12,086 | — | $12,086 |
| CREATIVE PLANNING LLC | NONE | $11,344 | — | $11,344 |
| CAPITAL MGMT SERVICES INC | NONE | $8,682 | — | $8,682 |
| JP MORGAN PRIVATE WEALTH ADVIS | NONE | $8,380 | — | $8,380 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SCHWAB RETIREMENT PLAN SERVICES INC — NONE
- CORIENT PRIVATE WEALTH LLC — NONE
- CHARLES SCHWAB & CO., INC. — NONE
- GRANT THORNTON LLP — NONE
- CREATIVE PLANNING LLC — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $873,803
- Estimated Expense Ratio: 0.087% 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 | $839,383 | $688,393 | $8,500 | $12,500 | — |
| 2023 | $823,489 | $665,206 | $20,700 | — | — |
| 2022 | $895,689 | $655,282 | — | — | $105,324 |