Plan Snapshot
- Plan Sponsor: Eversheds Sutherland (Us) LLP
- Sponsor EIN: 580619407
- Sponsor Address: 700 SIXTH STREET NW, SUITE 700, WASHINGTON, DC, 20001
- Plan Type: 401(k)
- Total Participants: 694
- Total Assets: $437.6M
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 | 694 | $437.6M | $5.0M | $11.7M |
| 2023 | 722 | $401.2M | $4.9M | $11.3M |
| 2022 | 740 | $342.8M | $5.2M | $10.6M |
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 |
|---|---|---|---|---|
| ONEAMERICA RETIREMENT SERVICES LLC | Other Service Provider | $59,110 | — | $59,110 |
| FIDUCIENT ADVISORS LLC | Other Service Provider | $28,180 | — | $28,180 |
| SCHWAB RETIREMENT PLAN SERVICES,INC | Recordkeeper | $15,726 | — | $15,726 |
| BIP WEALTH LLC | Other Service Provider | $14,933 | — | $14,933 |
| CERITY PARTNERS LLC | Other Service Provider | $8,896 | — | $8,896 |
| SIGNATUREFD LLC | Other Service Provider | $6,625 | — | $6,625 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SCHWAB RETIREMENT PLAN SERVICES,INC — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $133,470
- Estimated Expense Ratio: 0.031% 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 | $182,130 | $58,634 | — | — | — |
| 2023 | $219,512 | $93,091 | — | — | — |
| 2022 | $301,145 | $94,168 | — | — | $206,977 |