Plan Snapshot
- Plan Sponsor: Eversheds Sutherland (Us) LLP
- Sponsor EIN: 580619407
- Sponsor Address: 700 SIXTH STREET NW, SUITE 700, WASHINGTON, DC, 20001
- Plan Type: DC
- Total Participants: 321
- Total Assets: $70.2M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 321 | $70.2M | $5.5M | $0 |
| 2023 | 325 | $63.0M | $5.0M | $0 |
| 2022 | 256 | $52.1M | $4.7M | $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 |
|---|---|---|---|---|
| CROWE, LLP | Auditor | — | — | $0 |
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 |
|---|---|---|---|---|---|
| 2024 | $23,393 | $4,320 | — | — | — |
| 2023 | $31,707 | $13,759 | — | — | — |
| 2022 | $46,809 | $17,707 | — | — | $29,102 |