Plan Snapshot
- Plan Sponsor: Jenner & Block LLP
- Sponsor EIN: 362192554
- Sponsor Address: 353 N. CLARK STREET, CHICAGO, IL, 606544704
- Plan Type: 401(k)
- Total Participants: 990
- Total Assets: $624.7M
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 | 990 | $624.7M | $12.5M | $14.0M |
| 2023 | 999 | $541.0M | $11.8M | $13.1M |
| 2022 | 954 | $445.3M | $10.2M | $11.2M |
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 |
|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | NONE | $54,611 | — | $54,611 |
| FIDELITY INVESTMENT INST OPS. | NONE | $34,741 | — | $34,741 |
| FORVIS MAZARS | NONE | $12,900 | — | $12,900 |
| OCTOBER THREE CONSULTING | NONE | $11,193 | — | $11,193 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STRATEGIC ADVISORS, INC. — NONE
- FIDELITY INVESTMENT INST OPS. — NONE
- FORVIS MAZARS — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $113,445
- Estimated Expense Ratio: 0.018% 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 | $111,137 | $54,611 | — | $12,900 | — |
| 2023 | $140,678 | $64,303 | — | $12,700 | — |
| 2022 | $96,034 | $63,756 | — | — | — |