Plan Snapshot
- Plan Sponsor: Dla Piper LLP Us
- Sponsor EIN: 520616490
- Sponsor Address: HARBOR EAST, BALTIMORE, MD, 212024576
- Plan Type: DB
- Total Participants: 9
- Total Assets: $0
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. |
|---|---|---|---|---|
| 2023 | 9 | $0 | $283,993 | $0 |
| 2022 | 0 | $3.2M | $14.5M | $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 |
|---|---|---|---|---|
| SAGE ADVISORY SERVICES, LTD CO | Other Service Provider | $218,296 | — | $218,296 |
| WELLS FARGO | Other Service Provider | $165,920 | — | $165,920 |
| BANK OF OKLAHOMA FINANCIAL | Custodian / Trustee | $26,584 | — | $26,584 |
| PRINCIPAL | Custodian / Trustee | $17,502 | — | $17,502 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $428,302
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 |
|---|---|---|---|---|---|
| 2023 | — | — | — | — | — |
| 2022 | $428,253 | $384,216 | — | — | $44,086 |