Plan Snapshot
- Plan Sponsor: Ernst & Young U.S. LLP
- Sponsor EIN: 346565596
- Sponsor Address: 200 PLAZA DRIVE, SECAUCUS, NJ, 07094
- Plan Type: DB
- Total Participants: 3,712
- Total Assets: $3.0B
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 | 3,712 | $3.0B | $233.9M | $0 |
| 2023 | 3,910 | $3.0B | $233.2M | $0 |
| 2022 | 3,810 | $2.5B | $243.8M | $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 |
|---|---|---|---|---|
| JPMORGAN CHASE BANK, N.A. | Custodian / Trustee | — | $132,769 | $132,769 |
| ALBOURNE AMERICA LLC | Other Service Provider | $56,225 | — | $56,225 |
| MONDRIAN INVESTMENT GROUP(US) INC | Other Service Provider | $51,200 | — | $51,200 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JPMORGAN CHASE BANK, N.A. — Custodian / Trustee
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $240,194
- Estimated Expense Ratio: 0.008% 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 | $107,425 | $107,425 | — | — | — |
| 2023 | $27,537 | $27,537 | — | — | — |
| 2022 | — | — | — | — | — |