Plan Snapshot
- Plan Sponsor: Freshfields Us LLP
- Sponsor EIN: 134035119
- Sponsor Address: 3 WORLD TRADE CENTER, NEW YORK, NY, 10007
- Plan Type: 401(k)
- Total Participants: 772
- Total Assets: $114.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- 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 | 772 | $114.8M | $1.8M | $10.8M |
| 2023 | 623 | $94.1M | $1.4M | $8.6M |
| 2022 | 503 | $74.1M | $1.3M | $6.7M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $50,359 | — | $50,359 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $21,370 | — | $21,370 |
| CITRIN COOPERMAN & COMPANY LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- STRATEGIC ADVISORS, INC. — ADVISOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $71,729
- Estimated Expense Ratio: 0.062% 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 | $71,729 | $21,370 | — | — | — |
| 2023 | $64,964 | $13,348 | $300 | — | — |
| 2022 | $64,040 | $10,613 | — | — | — |